Bronwyn Theisen
Investment adviser representative at Annex Wealth Management, LLC
18 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
18 years in the industry.
- Annex Wealth Management, LLCDec 2025 to now
- JPMorgan Chase Bank, N.A.Sep 2024 to now
- J.P. Morgan Securities LLCSep 2024 to Nov 2025
- PNC BankSep 2022 to Sep 2024
- LPL Financial LLCMar 2021 to Aug 2022
- BMO Harris Financial Advisors, IncApr 2014 to Mar 2021
- BMO Harris NAJul 2008 to Jul 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State 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
- 6326618
- Firm CRD
- 127987