Asbjorn Edward Sanders
Investment adviser representative at Annex Wealth Management, LLC
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Annex Wealth Management, LLCApr 2022 to now
- J.P. Morgan Securities,LLCNov 2020 to Apr 2022
- JPMorgan Chase Bank, N.A.Nov 2020 to Apr 2022
- TIAAAug 2014 to Oct 2020
- TIAA-CREF Individual & Institutional Services, LLCAug 2014 to Oct 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (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
- 4264431
- Firm CRD
- 127987