Todd K. Voit

ANNEX WEALTH MANAGEMENT

Naples, FL 34103

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CRD#: 1528382

Professional summary

Todd Kevin Voit is a registered financial advisor currently at ANNEX WEALTH MANAGEMENT, LLC located in Naples, Florida.

Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Todd has worked at 6 firms and has passed the Series 63, Series 3, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Kevin Voit's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 15, 2020 - Present

ANNEX WEALTH MANAGEMENT, LLC

Office #1: 4901 Tamiami Trail N, Naples, FL 34103

RIA

CRD#: 127987

Naples, FL

Past

March 27, 2002 - July 1, 2021

VOIT & COMPANY, LLC

RIA

CRD#: 112587

BROOKFIELD, WI

Past

February 11, 2002 - October 8, 2004

SII INVESTMENTS, INC.

CRD#: 2225

APPLETON, WI

Past

October 22, 1998 - February 12, 2002

FSC SECURITIES CORPORATION

CRD#: 7461

ATLANTA, GA

Past

August 13, 1996 - October 22, 1998

SII INVESTMENTS, INC.

CRD#: 2225

APPLETON, WI

Past

June 16, 1987 - August 12, 1996

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708

BIRMINGHAM, AL

Past

September 24, 1986 - June 23, 1987

GREEN HILL FINANCIAL SERVICE CORPORATION

CRD#: 4882

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ANNEX WEALTH MANAGEMENT, LLC

ANNEX ADVISORY SERVICES, LLC | SAVVY - POWERED BY ANNEX WEALTH MANAGEMENT | SAVVY | ANNEX WEALTH MANAGEMENT, LLC | ANNEX IGNITE

CRD#: 127987 / SEC#: 801-63505

RIA

Registered Investment Advisory firm - (9/24/2004 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(11/28/2023)

IAR

Wisconsin
(12/15/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 10/6/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 3

Date: 6/9/2020

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 9/20/1986

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/19/1989

General Securities Principal Examination

Current Firm

ANNEX WEALTH MANAGEMENT, LLC

ANNEX ADVISORY SERVICES, LLC | SAVVY - POWERED BY ANNEX WEALTH MANAGEMENT | SAVVY | ANNEX WEALTH MANAGEMENT, LLC | ANNEX IGNITE

CRD#: 127987 / SEC#: 801-63505

RIA

Registered Investment Advisory firm - (9/24/2004 Approved)

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Contact information

Main Address

17950 W. Corporate Drive Suite 300, Brookfield, WI 53045

Mailing Address

Phone number

(262) 786-6363

Established

Firm type

Fiscal year end

# of Employees

144

SEC notice filing (33 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2 07022025 (7/3/2025)

Regulatory assets under management

Total Number of Accounts	19,997
AUM (Assets Under Management)	$ 6,945,737,689

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/11/2025	Cover Page	Report
05/22/2024	Cover Page	Report
12/18/2023	Cover Page	Report
03/16/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Todd K. Voit

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Kevin Voit's CRS (Customer Relationship Summary).

Certified licenses

Experience

VOIT & COMPANY, LLC

SII INVESTMENTS, INC.

FSC SECURITIES CORPORATION

SII INVESTMENTS, INC.

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

GREEN HILL FINANCIAL SERVICE CORPORATION

Primary Firm SEC Registration

ANNEX WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/6/1986

Series 3

Date: 6/9/2020

Series 7

Date: 9/20/1986

Series 24

Date: 9/19/1989

Current Firm

ANNEX WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (33 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

ANNEX WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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