Mark F. Schaefer
Investment adviser representative at Annex Wealth Management, LLC
13 yearsExperience
1 stateRegistered in
$8.1BFirm assets
22 yearsFirm in business
Are you Mark F. Schaefer? Claim your profile
Contact this firm
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
13 years in the industry.
- Annex Wealth Management, LLCAug 2024 to now
- Annex Wealth ManagementMay 2023 to Aug 2023
- University of WisconsinSep 2020 to May 2024
- Blue Mound Country ClubJun 2015 to Sep 2023
- Wauwatosa School DistrictSep 2013 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
- 7979912
- Firm CRD
- 127987