Granthem James Beck
Investment adviser representative at Annex Wealth Management, LLC
12 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
12 years in the industry.
- Annex Wealth Management, LLCJan 2026 to now
- Liberty Financial Group, Inc.Dec 2022 to Jan 2026
- Rmb Capital Management, LLCSep 2019 to Sep 2022
- 5c Capital Management, LLCOct 2018 to Jun 2019
- Rivermoor Golf ClubJan 2018 to Oct 2018
- Annex Wealth Management, LLCMay 2016 to Jan 2018
- University of Wisconsin ParksideSep 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
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
- 7036548
- Firm CRD
- 127987