David Joseph Spano
Investment adviser representative at Annex Wealth Management, LLC
25 yearsExperience
19 statesRegistered in
CFP® certificationDesignation
$8.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
25 years in the industry.
- Annex Tax Services, LLCJan 2018 to now
- Annex Advisory Services, LLC.Jul 2003 to now
- Annex Insurance Services, LLCJul 2003 to now
- Annex Wealth Management, LLCMar 2001 to now
- H. Beck, Inc.Dec 2009 to Apr 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 19 states (AZ, CA, CO, FL, IL, IN, KS, KY, MI, MN, MO, NC, NH, OH, SC, TX, VA, WA, WI).
Annex Wealth Management, LLC
Legal name: Annex Advisory Services, LLC
$8.1BAssets managed
6,802Clients
98Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1811176
- Firm CRD
- 127987