Dylan Christopher Adler
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, LLCSep 2025 to now
- Tfs Securities, Inc.Jun 2024 to Sep 2025
- Pensionmark Financial GroupOct 2023 to Sep 2025
- Royal AllianceSep 2017 to May 2024
- Financial Solutions, LLCSep 2017 to Oct 2023
- Umb Fund ServicesFeb 2017 to Sep 2017
- AXA Advisors, LLCAug 2014 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2024
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
- 6131319
- Firm CRD
- 127987