Jeffrey Lynn Stanich
Investment adviser representative at Annex Wealth Management, LLC
4 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$8.1BFirm assets
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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
4 years in the industry.
- Annex Wealth Management, LLCJul 2020 to now
- UnemployedJan 2020 to Jul 2020
- Nadler Financial GroupOct 2019 to Dec 2019
- Ausdal Financial Partners, Inc.Sep 2019 to Dec 2019
- Northwestern Mutual Wealth Management CompanyAug 2018 to Sep 2018
- Northwestern Mutual Investment Services LLCMay 2018 to Sep 2019
- Northwestern Mutual Life Insurance CompanyMay 2018 to Sep 2018
- UnemployedAug 2017 to May 2018
- Ronin CapitalJan 2016 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 6937608
- Firm CRD
- 127987