Samuel T Harmeyer
Investment adviser representative at Annex Wealth Management, LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Annex Wealth Management, LLCMar 2025 to now
- Lincoln Financial Distributors, Inc.May 2024 to Mar 2025
- Lincoln Financial AdvisorsJan 2021 to May 2024
- US Bancorp Global Fund ServicesJun 2019 to Dec 2020
- UberApr 2019 to Jun 2019
- Robert W. BairdMay 2018 to Apr 2019
- Davis Property CareAug 2017 to May 2018
- Carroll UniversitySep 2016 to Feb 2018
- Franklin Little LeagueMay 2016 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
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
- 6963769
- Firm CRD
- 127987