ANNEX ADVISORY SERVICES, LLC of BROOKFIELD, WI is an SEC-registered investment adviser (CRD 127987). Regulatory assets under management: $8.1B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations, Other.
| Name | Role | Location |
|---|---|---|
| David Joseph Spano | CEO | — |
| Naomi Karol Ackley | CHIEF COMPLIANCE OFFICER | — |
| Steven James Dryer | CHIEF OPERATING OFFICER | — |
| Jeffrey Lawrence Pierce | PRESIDENT/CHIEF OPERATING OFFICER | — |
| Kristin Zasmeta Reilly | CHIEF FINANCIAL OFFICER | — |
| SPANO DAVID JOSEPH | CEO; MEMBER/PRESIDENT; PRESIDENT | — |
| OSWALD MARK MICHAEL | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER - CHIEF COMPLIANCE OFFICER; MANAGING PARTNER (+1 more) | — |
| ACKLEY NAOMI KAROL | CHIEF COMPLIANCE OFFICER | — |
| PIERCE JEFFREY LAWRENCE | PRESIDENT/CHIEF OPERATING OFFICER | — |
| Reilly Kristin Zasmeta | CHIEF FINANCIAL OFFICER | — |