Annex Wealth Management has opened its second office in Mequon, Wisconsin.
The new office will be led by Jeff Schouten and will offer financial planning, wealth management and other services to its customers.
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Dave Spano, CEO and president of Annex, said that about six employees will work out of the location and four of them will be new hires.
Spano added that the company is investing more than US$200,000 in tenant improvement to the office.
The company has grown to 47 employees and US$1.3 billion in managed or represented assets.
Going forward, Spano is also planning to expand the firm’s reach into the Fox Valley, Lake Geneva area and the Chicagoland area which would result in more hiring.
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