Business ProfileforAnnex Wealth Management, LLC
At-a-glance
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Overview
Business Details
This is a multi-location business.
- Location of This Business
- 17950 W Corporate Dr, Brookfield, WI 53045-6300
- BBB File Opened:
- 5/22/2006
- Years in Business:
- 23
- Business Started:
- 3/15/2001
- Business Started Locally:
- 3/15/2001
- Business Incorporated:
- 3/15/2001
- Accredited Since:
- 6/29/2006
- Licensing Information:
- This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
- Type of Entity:
- Limited Liability Company (LLC)
- Business Management
- David J. Spano, CEO/President
- Mark M. Oswald, COO
- Mark Beck, Director of Business Relations
- Melissa Case, CFO
- Derek Felske, Officer
- Contact Information
Principal
- Mark M. Oswald, COO
- Derek Felske, Officer
Customer Contact
- David J. Spano, CEO/President
- Mark M. Oswald, COO
- Mark Beck, Director of Business Relations
- Melissa Case, CFO
- Derek Felske, Officer
- Additional Contact Information
Fax Numbers
- (262) 792-8930Primary Fax
Phone Numbers
- (920) 903-9800Other Phone
- (608) 410-7000Other Phone
Email Addresses
- Sales
- Technical Support
- (262) 792-8930
Customer Complaints
0 Customer Complaints
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1 Customer Reviews
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Most Recent Customer Review
David W
1 star07/17/2023
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