Russell Joseph Enea
Investment adviser representative at Annex Wealth Management, LLC
11 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
11 years in the industry.
- Annex Wealth Management, LLCNov 2025 to now
- Wfa Asset Management CorpJan 2024 to now
- Alliance BernsteinJan 2023 to Jan 2024
- Robert W. BairdJun 2022 to Sep 2022
- Northwestern MutualJun 2021 to Sep 2021
- Ray Jacobson & Son'sJun 2020 to Sep 2020
- University of MinnesotaSep 2019 to Dec 2022
- Wfa Asset ManagementJun 2019 to Sep 2019
- Whitefish Bay High SchoolSep 2015 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 7363585
- Firm CRD
- 127987