Andrew Allen Eichel
Investment adviser representative at Annex Wealth Management, LLC
14 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
14 years in the industry.
- Annex Wealth Management, LLCOct 2023 to now
- Cetera Investment Advisers LLCMar 2022 to Oct 2023
- Cetera Investment Services LLCDec 2019 to Oct 2023
- North Shore BankDec 2019 to Oct 2023
- Russell InvestmentsJul 2019 to Oct 2019
- The Vanguard Group, Inc.Oct 2017 to Jul 2019
- Umb Distribution ServicesNov 2016 to Oct 2017
- Umb Fund ServicesNov 2016 to Oct 2017
- Princeton ClubMar 2012 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State 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
- 6664987
- Firm CRD
- 127987