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Detailed Report
JACQUELYN LEE SKLENAR
JACKIE KOEPP, JACQUELYN LEE KOEPP, JACQUELYN SKLENAR
CRD#: 1880647
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Investment Adviser
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Previous Broker
ANNEX WEALTH MANAGEMENT, LLCCRD#: 127987 2301 W. Sun Valley Drive, Suite 100
Delafield, WI 53018
Registration History
19901995200020052010201520202025IAANNEX WEALTH MANAGEMENT, LLC (CRD# 127987)2014 - Present (10 years)BH. BECK, INC. (CRD# 1763)2013 - 2018 (5 years)BSII INVESTMENTS, INC. (CRD# 2225)2010 - 2013 (3 years)BING FINANCIAL PARTNERS, INC. (CRD# 2882)2008 - 2010 (2 years)BNORTHWESTERN MUTUAL INVESTMENT... (CRD# 2881)2002 - 2006 (4 years)BROBERT W. BAIRD & CO. INCORPORATED (CRD# 8158)1991 - 2002 (11 years)
License(s)

State Registrations

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Wisconsin 12/16/2014
Current Registration(s)
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ANNEX WEALTH MANAGEMENT, LLC (CRD#:127987)
2301 W. Sun Valley Drive, Suite 100, Delafield, WI 53018
Registered with this firm since 12/16/2014
Previous Registration(s)
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 05/23/2013 - 12/31/2018 H. BECK, INC. (CRD#:1763) Delafield, WI
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 04/29/2010 - 04/08/2013 SII INVESTMENTS, INC. (CRD#:2225) BROOKFIELD, WI
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 01/14/2008 - 04/27/2010 ING FINANCIAL PARTNERS, INC. (CRD#:2882) PEWAUKEE, WI
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 01/01/2002 - 01/23/2006 NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CRD#:2881) MILWAUKEE, WI
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 01/01/1991 - 01/01/2002 ROBERT W. BAIRD & CO. INCORPORATED (CRD#:8158) MILWAUKEE, WI
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.