Clayton Joel Beilfuss
Investment adviser representative at Annex Wealth Management, LLC
12 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
12 years in the industry.
- Annex Wealth Management, LLCAug 2024 to now
- Johnson Financial GroupJul 2024 to Aug 2024
- Altra Federal Credit UnionJan 2024 to May 2024
- Associated BankJun 2023 to Sep 2023
- YmcaDec 2022 to Dec 2023
- Westwood Health and FitnessNov 2018 to Feb 2022
- The Legends ClubMay 2018 to Sep 2022
- MarriottOct 2017 to May 2018
- Waukesha School DistrictAug 2014 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
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
- 7703289
- Firm CRD
- 127987