David James Fisher
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, LLCOct 2022 to now
- Johnson BankMay 2022 to Oct 2022
- Johnson Wealth IncSep 2021 to Oct 2022
- FisApr 2021 to Sep 2021
- Scott MilaFeb 2020 to Mar 2021
- Christopher FugmanOct 2018 to Feb 2020
- Northwestern Mutual Investment Services, LLCJan 2014 to Oct 2018
- Northwestern Mutual Life Insurance CompanySep 2013 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2022
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
- 6239544
- Firm CRD
- 127987