linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Thomas James Berkholtz

Annex Wealth Management, LLC

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

About Thomas James Berkholtz

Thomas Berkholtz is a financial advisor with Annex Wealth Management, LLC, located in Brookfield, WI. He provides financial planning, portfolio management, and pension consulting services. Thomas has a Series 7TO, Series 66, and SIE licenses. His prior experience includes working at Kalos Capital, Inc. and Legacy Advisor Network. He is also a Certified Financial Planner. Thomas may recommend insurance products through Annex Insurance Services, LLC and may prepare tax returns through Annex Tax Services, LLC.

Firm Information

Thomas Berkholtz 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.

Thomas Berkholtz’s Registration & Firm History

WI

09/23/2020 - Present

Annex Wealth Management, LLC (BROOKFIELD WI)

WI

07/01/2019 - 10/02/2020

KALOS CAPITAL, INC. (EVANSVILLE WI)

Not sure if Thomas James Berkholtz is right for you?

Licenses & Designations

BOTH

Issued 12/16/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/01/2019

Series 7TO - General Securities Representative Examination

BC

Issued 04/11/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas James Berkholtz.
Not sure if Thomas James Berkholtz is right for you?