Logan Alexander Kepler
Investment adviser representative at Annex Wealth Management, LLC
14 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
14 years in the industry.
- Annex Wealth Management, LLCJan 2023 to now
- UnemployedSep 2022 to Dec 2022
- Uw MadisonSep 2021 to Aug 2022
- Achtenhagen Seasonal ServicesMay 2021 to Aug 2021
- Uw MadisonSep 2020 to May 2021
- Bluemound ExpressMay 2020 to Aug 2020
- Uw MadisonSep 2019 to May 2020
- Bluemound ExpressJun 2019 to Aug 2019
- Marquette UniversityAug 2018 to May 2019
- UnemployedMar 2018 to Aug 2018
- Franks Piggy WigglyNov 2017 to Mar 2018
- Mukwonago Area School DistrictSep 2012 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
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
- 7777276
- Firm CRD
- 127987