Michael Dodge
Professional Summary
Michael Dodge is a registered financial advisor currently at ANNEX WEALTH MANAGEMENT, LLC located in Naples, Florida. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Michael has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Biography
Every person's financial position and goals are unique and everchanging. As a Chartered Financial Consultant my goal is to educate and guide you and your family toward your goals. By bringing together research, perspective, experience, and utilizing Fidelity's resources we will work together in order to provide you with financial peace.
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
Website
xxxxxxxxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Years of Experience
7 years in the financial services industry
Current & Past Employments
Education
Rensselaer Polytechnic Institute
Management, Bachelor of Science (BS)
Management, Bachelor of Science (BS)
Strayer University
International Business Management, Master of Business Administration (MBA)
International Business Management, Master of Business Administration (MBA)
2016
University of Pittsburgh
Financial Management, Bachelor of Science (BS)
Financial Management, Bachelor of Science (BS)
2010
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Current Firm
ANNEX ADVISORY SERVICES, LLC | SAVVY - POWERED BY ANNEX WEALTH MANAGEMENT | SAVVY | ANNEX WEALTH MANAGEMENT, LLC | ANNEX IGNITE
Contact Information
Main Address
17950 W. Corporate Drive Suite 300, Brookfield, WI 53045Phone Number
(262) 786-6363# of Employees
151SEC notice filing (36 States and Territories)
Registered to provide investment advisory services in 36 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
22,003AUM (Assets Under Management)
$8,050,023,961Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/29/2026 | Cover Page | Report |
| 08/11/2025 | Cover Page | Report |
| 05/22/2024 | Cover Page | Report |
| 12/18/2023 | Cover Page | Report |
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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.
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Primary Firm SEC Registration
ANNEX ADVISORY SERVICES, LLC | SAVVY - POWERED BY ANNEX WEALTH MANAGEMENT | SAVVY | ANNEX WEALTH MANAGEMENT, LLC | ANNEX IGNITE
State Registrations and Notice Filings
(8/1/2025)
(7/16/2025)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Michael Dodge's CRS (Customer Relationship Summary).
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