Benjamin Allen Johnson
Investment adviser representative at Annex Wealth Management, LLC
9 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
9 years in the industry.
- Annex Wealth Management, LLCDec 2025 to now
- Northwestern Mutual Wealth Management CompanyAug 2025 to Nov 2025
- Northwestern Mutual Investment Services LLCJun 2025 to Nov 2025
- Northwestern Mutual Life Insurance CompanyMay 2025 to Nov 2025
- TotalmedJul 2019 to Apr 2025
- Execusearch GroupJan 2019 to Jun 2019
- Advanced ResourcesMar 2016 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2026
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
- 5688631
- Firm CRD
- 127987