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Charles Sebastian Claussen

Annex Wealth Management, LLC

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About Charles Sebastian Claussen

Charles Sebastian Claussen is a financial advisor at Annex Wealth Management, LLC. Charles is registered with the state of Wisconsin and has been in the industry since 2014. Charles is also a Chartered Financial Consultant. The advisor has been with Annex Wealth Management since January of 2025. Charles has experience in the financial services industry and has worked with various firms including Waddell & Reed Inc, Pruco Securities LLC, Hightower Securities LLC, CliftonLarsonAllen Wealth Advisors, LLC and Transcend Advisor Group. Charles offers financial planning, portfolio management, and pension consulting services.

Firm Information

Charles Claussen 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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Charles Claussen’s Registration & Firm History

WI

01/27/2025 - Present

Annex Wealth Management, LLC (BROOKFIELD WI)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Charles Sebastian Claussen.
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