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Annex Wealth Management Lake Country BranchFinancial advisor in Oconomowoc, WI

Annex Wealth Management Lake Country Branch is a financial advisor at 2301 Sun Valley Dr #100, Delafield, WI 53018, ranked #35 of 141 financial advisors in Oconomowoc and rated 5.0 from 3 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.

Oconomowoc, WIUpdated 0 paid placements in any rankingHow we rank

Call (262) 646-6363Website ↗

Key facts

Key facts about Annex Wealth Management Lake Country Branch
Address2301 Sun Valley Dr #100, Delafield, WI 53018, Oconomowoc, WIGet directions
Phone(262) 646-6363
Websiteannexwealth.com
HoursMonday to Friday: 8 AM – 5 PM
Google rating5.0 from 3 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Oconomowoc and 11 towns within 25 miles: Waukesha, Sussex, Brookfield, New Berlin, Muskego, Menomonee Falls, Richfield, Germantown, Hartford, Wauwatosa and West Allis.

Based in Oconomowoc, WIView on map

Opening hours

Opening hours for Annex Wealth Management Lake Country 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 Lake Country Branch

How is Annex Wealth Management Lake Country Branch ranked in Oconomowoc?

Annex Wealth Management Lake Country Branch is ranked #35 of 141 financial advisors in Oconomowoc by RFA Score, with 64 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 Lake Country Branch’s hours?

Annex Wealth Management Lake Country 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 Lake Country Branch serve?

Serves Oconomowoc and 11 towns within 25 miles: Waukesha, Sussex, Brookfield, New Berlin, Muskego, Menomonee Falls, Richfield, Germantown, Hartford, Wauwatosa and West Allis. 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 Lake Country Branch?

Annex Wealth Management Lake Country Branch has a rating of 5.0 from 3 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 Lake Country Branch?

Call Annex Wealth Management Lake Country Branch on (262) 646-6363. The business is at 2301 Sun Valley Dr #100, Delafield, WI 53018, Oconomowoc, WI. 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 Lake Country Branch compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Annex Wealth Management Lake Country Branch (this business)—645.0 (3)NoNo
The Leist Group, LLC#33645.0 (19)NoNo15.4 mi
Landmark Credit Union#34643.7 (34)YesNo10.8 mi
Edward Jones - Financial Advisor: Michael Higbee#36645.0 (3)NoNo5.8 mi

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