David Alan Panitzke
Investment adviser representative at Annex Wealth Management, LLC
10 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
10 years in the industry.
- Annex Wealth Management, LLCFeb 2025 to now
- St. Paul's Lutheran ChurchJun 2022 to Dec 2024
- Annex Wealth ManagementDec 2021 to May 2022
- First Midwest BankMar 2021 to Dec 2021
- Northshore BankJan 2020 to Feb 2021
- Northshore BankAug 2018 to Dec 2019
- Orbit MedicalApr 2018 to Aug 2018
- Cellular SalesFeb 2017 to Jan 2018
- UnemployedSep 2016 to Jan 2017
Designations
- CFP® certification
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
- 8116399
- Firm CRD
- 127987