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Brooke Morgan Wilken

Annex Wealth Management, LLC

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About Brooke Morgan Wilken

Brooke Morgan Wilken is an Investment Advisor Representative at Annex Wealth Management, LLC in Brookfield, Wisconsin. Brooke is a licensed Investment Advisor Representative and is registered in Wisconsin. Brooke has a Series 65 license and has been in the industry since January 2020. Previously, Brooke worked at Accenture, Thrivent, Schneider National, and the University of Wisconsin - Eau Claire. Brooke specializes in financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Brooke Wilken is currently registered with Annex Wealth Management, LLC. Annex Wealth Management, LLC is a registered investment advisor with the SEC, headquartered in Brookfield, WI. They provide financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and other advisory services. They manage over $5.5 billion in assets for individuals, families, high-net-worth individuals, corporations, charitable organizations, and pension plans.
Annex Wealth Management, LLC

17950 W. CORPORATE DRIVE

BROOKFIELD, WI 53045

$5.58B

Assets Under Management

Not reported

Total Clients

68

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consultation for a fee

Consultation for a fee

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brooke Wilken’s Registration & Firm History

WI

05/03/2024 - Present

Annex Wealth Management, LLC (BROOKFIELD WI)

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Licenses & Designations

IA

Issued 05/03/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brooke Morgan Wilken.
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