AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
BL

Brandon M. Lehman

ANNEX WEALTH MANAGEMENT
Brookfield, WI 53045
Some features on this profile are disabled
CRD#: 5647782
BL

Professional summary

Brandon Michael Lehman, AIF®, CFP® is a registered financial advisor currently at ANNEX WEALTH MANAGEMENT, LLC located in Brookfield, Wisconsin.

Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Brandon has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

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.
WISCONSIN ARMY NATIONAL GUARD, COMPANY COMMANDER; 1136 ADAMS WAY RHINELANDER, WI 54501. THERE IS NO INVESTMENT RELATED ACTIVITIES. ALL ACTIVITIES ARE ON THE WEEKENDS, ONE WEEKEND A MONTH. ENLISTED ON DECEMBER 11, 2015 JB MANUFACTURING, VP OF CERAKOTING AND HUNTING INDUSTRY SALES; 1355 BLAZING STAR COURT, OCONOMOWOC, WI 53066. THERE IS NO INVESTMENT RELATED ACTIVITIES. ALL ACTIVITIES ARE ON THE WEEKENDS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandon Michael Lehman'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®
AIF®

Accredited Investment Fiduciary

CFP®

Certified Financial Planner

Experience

Current

October 28, 2019 - Present

ANNEX WEALTH MANAGEMENT, LLC

Office #1: 17950 W. Corporate Drive Suite 300, Brookfield, WI 53045
RIA
CRD#: 127987
Brookfield, WI
Past

August 20, 2018 - October 1, 2019

MARINER WEALTH

RIA
CRD#: 140195
CHICAGO, IL
Past

October 10, 2013 - August 30, 2018

RUSSELL INVESTMENTS

RIA
CRD#: 105734
MILWAUKEE, WI
Past

October 10, 2013 - August 30, 2018

RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC

BD
CRD#: 21771
MILWAUKEE, WI
Past

May 8, 2009 - October 14, 2013

THRIVENT INVESTMENT MANAGEMENT INC.

RIA
CRD#: 18387
CEDARBURG, WI
Past

April 10, 2009 - October 14, 2013

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
CEDARBURG, WI

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".
AW
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
(3/16/2022)
IAR
Wisconsin
(10/28/2019)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/7/2009
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 8/30/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/9/2009
General Securities Representative Examination

Current Firm

AW
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)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts19,997
AUM (Assets Under Management)$ 6,945,737,689

Accountant surprise examination report

Filing DateForm ADV-E CoverForm 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.

Company Information

ANNEX WEALTH MANAGEMENT, LLC

CRD#: 127987Brookfield, WI 53045

TRUST BUT VERIFY

Monitor Brandon Lehman

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Shelly May Wohler
Shelly WohlerAdvisorCheck Check Mark
INDEPENDENT FINANCIAL PARTNERS
IAR
RR
Brookfield, WI
Casey John Berrall
Casey BerrallAdvisorCheck Check Mark
BKM WEALTH MANAGEMENT
IAR
Brookfield, WI
CB
Carson BiberAdvisorCheck Check Mark
DRAKE & ASSOCIATES, LLC
IAR
WAUKESHA, WI
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics