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Annex Wealth Management, Mequon BranchFinancial advisor in Mequon, WI

Annex Wealth Management, Mequon Branch is a financial advisor at 12200 Corporate Pkwy, Mequon, WI 53092, ranked #41 of 242 financial advisors in Mequon and rated 4.3 from 6 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.

Mequon, WIUpdated 0 paid placements in any rankingHow we rank

Call (262) 236-9400Website ↗

Key facts

Key facts about Annex Wealth Management, Mequon Branch
Address12200 Corporate Pkwy, Mequon, WI 53092Get directions
Phone(262) 236-9400
Websiteannexwealth.com
HoursMonday to Friday: 8 AM – 5 PM
Google rating4.3 from 6 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Mequon and 11 towns within 25 miles: Cedarburg, Grafton, Brown Deer, Glendale, Whitefish Bay, Germantown, Port Washington, Shorewood, Menomonee Falls, Richfield and Wauwatosa.

Based in Mequon, WIView on map

Opening hours

Opening hours for Annex Wealth Management, Mequon 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, Mequon Branch

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

Annex Wealth Management, Mequon Branch is ranked #41 of 242 financial advisors in Mequon by RFA Score, with 65 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, Mequon Branch’s hours?

Annex Wealth Management, Mequon 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, Mequon Branch serve?

Serves Mequon and 11 towns within 25 miles: Cedarburg, Grafton, Brown Deer, Glendale, Whitefish Bay, Germantown, Port Washington, Shorewood, Menomonee Falls, Richfield and Wauwatosa. 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, Mequon Branch?

Annex Wealth Management, Mequon Branch has a rating of 4.3 from 6 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, Mequon Branch?

Call Annex Wealth Management, Mequon Branch on (262) 236-9400. The business is at 12200 Corporate Pkwy, Mequon, WI 53092. 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.

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Compare nearby financial advisors

Annex Wealth Management, Mequon Branch compared with nearby businesses
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Annex Wealth Management, Mequon Branch (this business)—654.3 (6)NoNo
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