Stifel, Nicolaus & Company
47yrs
Top advisor by experience in Brookfield
2yrs
Beau Gross
Financial advisor at Annex Wealth Management
Beau Gross has worked in the financial industry for 2 years and is a fiduciary financial advisor based in Brookfield, Wisconsin. After a year at Lido, Beau joined Annex Wealth Management in 2026, a firm offering financial planning, investment management, and retirement plan consulting. Annex Wealth Management reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 494 advisors with offices in Brookfield, and one of 445 fiduciaries.
At a glance
Experience2 years (since 2025)
How that compares ?2 years in the industry
Office17950 W. Corporate Drive Suite 300, Brookfield, WI 53045
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.12 million
Advisors at the firm98
States licensed ?1 state
Services through Annex Wealth Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- May 2026 – nowAnnex Wealth Management, LLCCurrent firm
- Apr 2025 – Apr 2026LidoPreviously
Contact Beau
(262) 786-6363Annex Wealth Management main office 17950 W. Corporate Drive Suite 300Brookfield, WI 53045Office · Get directions
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Questions to ask Beau
Tailored to Beau’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Beau
How do I contact Beau?
Call Annex Wealth Management at (262) 786-6363 and ask for Beau Gross. Beau works from the Brookfield, WI office.
How long has Beau been a financial advisor?
Beau has been in the industry since 2025, about 2 years. 2 years in the industry.
What licenses does Beau hold?
Series 65. Tap any license on this page to see what it allows.
Is Beau a fiduciary?
Beau is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Beau paid?
Annex Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Beau for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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