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RIA / WealthAdvisor18 years in industry

MICHAEL ERNEST VENTURINI

Advisor at ANNEX WEALTH MANAGEMENT, LLC

BROOKFIELD, WI

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Apr 27, 2009 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ANNEX WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 5, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Sep 5, 2008
First registration: Apr 27, 2009
Dual registered: no
Other names: MICHAEL VENTURINI|MICHAEL ERNEST VENTURINI|MICHAEL VENTURINI
IAPD individual key: 5568788

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ANNEX WEALTH MANAGEMENT, LLC	Independent wealth	Apr 12, 2019	n/a	yes	BROOKFIELD, WI	Current employment
CONCORDE ASSET MANAGEMENT, LLC	Bd affiliated wealth	Oct 19, 2012	May 22, 2015	no	ANN ARBOR, MI\|RACINE, WI	Previous registration
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Apr 3, 2012	Oct 18, 2012	no	RACINE, WI	Previous registration
ANNEX WEALTH MANAGEMENT, LLC	Independent wealth	Oct 6, 2011	Apr 3, 2012	no	BROOKFIELD, WI	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Apr 27, 2009	Sep 6, 2011	no	RACINE, WI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CONCORDE ASSET MANAGEMENT, LLC	ANNEX WEALTH MANAGEMENT, LLC	May 22, 2015	Apr 12, 2019	1,421	Firm change after gap	Other
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	CONCORDE ASSET MANAGEMENT, LLC	Oct 18, 2012	Oct 19, 2012	1	Firm change	Other
ANNEX WEALTH MANAGEMENT, LLC	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Apr 3, 2012	Apr 3, 2012	0	Firm change	Other
WELLS FARGO ADVISORS	ANNEX WEALTH MANAGEMENT, LLC	Sep 6, 2011	Oct 6, 2011	30	Firm change	Other

Relationships

Registered with (4)

→ ANNEX WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Oct 6, 2011 to Apr 3, 2012factForm ADV
→ CONCORDE ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Oct 19, 2012 to May 22, 2015factForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Apr 3, 2012 to Oct 18, 2012factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Apr 27, 2009 to Sep 6, 2011factForm ADV

Dated events

No dated event names this entity yet.