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Detailed Report
KYLE BRADLEY SVETLIK
KYLE SVETLIK
CRD#: 6011164
IA
Investment Adviser
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Previous Broker
ANNEX WEALTH MANAGEMENT, LLCCRD#: 127987 17950 W. CORPORATE DRIVE
SUITE 300
BROOKFIELD, WI 53045
Registration History
20122014201620182020202220242026IAANNEX WEALTH MANAGEMENT, LLC (CRD# 127987)2023 - Present (1 year)BCOUNTRY CAPITAL MANAGEMENT COMPANY (CRD# 12060)2013 - 2023 (9 years)BMETLIFE SECURITIES INC. (CRD# 14251)2012 - 2013 (1 year)
License(s)

State Registrations

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Wisconsin 5/5/2023
Current Registration(s)
IA
ANNEX WEALTH MANAGEMENT, LLC (CRD#:127987)
17950 W. CORPORATE DRIVE SUITE 300, BROOKFIELD, WI 53045
Registered with this firm since 5/5/2023
Previous Registration(s)
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 09/26/2013 - 04/06/2023 COUNTRY CAPITAL MANAGEMENT COMPANY (CRD#:12060) Elm Grove, WI
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 01/09/2012 - 09/06/2013 METLIFE SECURITIES INC. (CRD#:14251) 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.