Skip to content

Annex Wealth Management, Appleton BranchFinancial advisor in Appleton, WI

Annex Wealth Management, Appleton Branch is a financial advisor at 2801 E Enterprise Ave #101, Appleton, WI 54913, ranked #48 of 111 financial advisors in Appleton and rated 3.3 from 4 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Appleton, WIUpdated 0 paid placements in any rankingHow we rank

Call (920) 903-9800Website ↗

Key facts

Key facts about Annex Wealth Management, Appleton Branch
Address2801 E Enterprise Ave #101, Appleton, WI 54913Get directions
Phone(920) 903-9800
Websiteannexwealth.com
HoursMonday to Friday: 8 AM – 5 PM
Google rating3.3 from 4 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Appleton and 11 towns within 25 miles: Little Chute, Kaukauna, Menasha, Neenah, De Pere, Ashwaubenon, Oshkosh, Allouez, Howard, Green Bay and Bellevue.

Based in Appleton, WIView on map

Opening hours

Opening hours for Annex Wealth Management, Appleton Branch
DayHours
Monday8 AM – 5 PM
Tuesday8 AM – 5 PM
Wednesday8 AM – 5 PM
Thursday8 AM – 5 PM
Friday8 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Annex Wealth Management, Appleton Branch

How is Annex Wealth Management, Appleton Branch ranked in Appleton?

Annex Wealth Management, Appleton Branch is ranked #48 of 111 financial advisors in Appleton by RFA Score, with 66 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Annex Wealth Management, Appleton Branch’s hours?

Annex Wealth Management, Appleton Branch is open Monday to Friday. Its listed hours are Monday to Friday, 8 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Annex Wealth Management, Appleton Branch serve?

Serves Appleton and 11 towns within 25 miles: Little Chute, Kaukauna, Menasha, Neenah, De Pere, Ashwaubenon, Oshkosh, Allouez, Howard, Green Bay and Bellevue. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Annex Wealth Management, Appleton Branch?

Annex Wealth Management, Appleton Branch has a rating of 3.3 from 4 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Annex Wealth Management, Appleton Branch?

Call Annex Wealth Management, Appleton Branch on (920) 903-9800. The business is at 2801 E Enterprise Ave #101, Appleton, WI 54913. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

Own Annex Wealth Management, Appleton Branch? Claim this profile.

Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

Claim this profile

Compare nearby financial advisors

Annex Wealth Management, Appleton Branch compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Annex Wealth Management, Appleton Branch (this business)—663.3 (4)NoNo
Associated Bank#46673.5 (11)NoNo9.1 mi
Melotte Financial Advisors, LLC#47675.0 (21)NoNo18.8 mi
The Retirement Advantage, Inc.#49662.6 (5)NoNo5.9 mi

See all 111 ranked financial advisors in Appleton