linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Keith Richard Butler

Annex Wealth Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Keith? Claim Your Profile

About Keith Richard Butler

Keith Butler is a registered Investment Advisor Representative with Annex Wealth Management, LLC in Brookfield, WI. Keith has been in the industry since January 2012 and has a Series 65 license. Keith has experience providing financial planning and portfolio management services to individuals, businesses, and charitable organizations. Annex Wealth Management, LLC is a fee-based firm that provides financial planning, portfolio management, and other investment advisory services. The firm has approximately 18,642 client accounts and manages over $5.5 billion in assets.

Firm Information

Keith Butler 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Keith Butler’s Registration & Firm History

WI

09/18/2020 - Present

Annex Wealth Management, LLC (BROOKFIELD WI)

Not sure if Keith Richard Butler is right for you?

Licenses & Designations

IA

Issued 09/18/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Keith Richard Butler.
Not sure if Keith Richard Butler is right for you?