Michael Patrick Donnan
Investment adviser representative at Annex Wealth Management, LLC
12 yearsExperience
1 stateRegistered in
$8.1BFirm assets
22 yearsFirm in business
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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, LLC.Jun 2026 to now
- Mcglone Suttner Wealth Management, Inc.Dec 2025 to May 2026
- Private Client ServicesNov 2019 to Nov 2020
- Aegis FinancialNov 2014 to Nov 2025
- Raymond James Financial Services Advisors Inc.Nov 2014 to Oct 2019
- Raymond James Financial Services, Inc.Nov 2014 to Oct 2019
Exams passed
- Series 66 · Uniform Combined State Law2004
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
- 4776996
- Firm CRD
- 127987