Michael Chester Kirk
Investment adviser representative at Annex Wealth Management, LLC
14 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
14 years in the industry.
- Annex Wealth Management, LLCMar 2023 to now
- UnemployedDec 2022 to Mar 2023
- Crystal KnowsJun 2022 to Dec 2022
- Sprocket SecurityJan 2021 to Jun 2022
- E-moneyMar 2020 to Jan 2021
- Think HrDec 2016 to Mar 2020
- Quest CeJun 2012 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2023
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
- 4396710
- Firm CRD
- 127987