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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn David Thompson is an investment advisor representative, registered with the state of Wisconsin and associated with Annex Wealth Management, LLC. John David Thompson has 11 years of experience in the financial services industry. John David Thompson's firm, Annex Wealth Management, LLC, is based in Brookfield, WI. The firm's main office is located at 17950 W. CORPORATE DRIVE, SUITE 300, BROOKFIELD, WI 53045. Annex Wealth Management, LLC has 14 licensed agents, 0 investment adviser representatives, 0 registered representatives, 60 investment advisory functions, and 0 adviser representatives for other investment advisers. Annex Wealth Management, LLC specializes in portfolio management for individuals, portfolio management for businesses, pension consulting, educational seminars, and publication of periodicals. The firm serves high net worth individuals, individuals other than high net worth, charitable organizations, and pension and profit-sharing plans.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consultation for a fee
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WI
02/14/2022 - Present
Annex Wealth Management, LLC (BROOKFIELD WI)
IA
Issued 02/14/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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