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RIA / WealthAdvisor21 years in industry

MICHAEL PATRICK DONNAN

Advisor at ANNEX WEALTH MANAGEMENT, LLC

BROOKFIELD, WI | Appleton, WI

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Search this name across graphsid dfx:ria:72c7fa1a-04b6-a5e5-84d2-2f39afbabe56

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Mar 28, 2005 to Sep 15, 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: Dec 23, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Dec 23, 2004
First registration: Mar 28, 2005
Dual registered: no
IAPD individual key: 4776996

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	Jun 18, 2026	n/a	yes	Appleton, WI\|BROOKFIELD, WI	Current employment
MCGLONE SUTTNER WEALTH MANAGEMENT, INC.	Independent wealth	Dec 23, 2025	May 12, 2026	no	APPLETON, WI	Previous registration
AEGIS FINANCIAL	Former SEC adviser	Aug 22, 2019	Dec 2, 2025	no	OSHKOSH, WI	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Nov 21, 2014	Oct 4, 2019	no	OSHKOSH, WI\|OSHKOSH, WI	Previous registration
THRIVENT INVESTMENT MANAGEMENT INC.	Bd affiliated wealth	Jan 6, 2011	Nov 5, 2014	no	Appleton, WI\|MINNEAPOLIS, MN	Previous registration
THRIVENT INVESTMENT MANAGEMENT INC.	Bd affiliated wealth	Mar 28, 2005	Sep 25, 2009	no	APPLETON, WI\|APPLETON, WI\|APPLETON, 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
MCGLONE SUTTNER WEALTH MANAGEMENT, INC.	ANNEX WEALTH MANAGEMENT, LLC	May 12, 2026	Jun 18, 2026	37	Firm change	RIA to RIA
AEGIS FINANCIAL	MCGLONE SUTTNER WEALTH MANAGEMENT, INC.	Dec 2, 2025	Dec 23, 2025	21	Firm change	RIA to RIA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	AEGIS FINANCIAL	Oct 4, 2019	Aug 22, 2019	-43	Firm change after gap	Ibd to new firm
THRIVENT INVESTMENT MANAGEMENT INC.	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Nov 5, 2014	Nov 21, 2014	16	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
149018:305030:WI:2019-10-04	Oct 4, 2019	Aug 22, 2019	OSHKOSH, WI	Firm change after gap

Relationships

Registered with (5)

→ ANNEX WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Jun 18, 2026 to presentfactForm ADV
→ MCGLONE SUTTNER WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Dec 23, 2025 to May 12, 2026factForm ADV
→ AEGIS FINANCIALRegistered adviserregistration: previous registration
Aug 22, 2019 to Dec 2, 2025factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Nov 21, 2014 to Oct 4, 2019factForm ADV
→ THRIVENT INVESTMENT MANAGEMENT INC.Registered adviserregistration: previous registration
Jan 6, 2011 to Nov 5, 2014factForm ADV

Dated events

Occurred
May 12, 2026
Advisor changed firm
Michael Patrick Donnan left Mcglone Suttner Wealth Management, Inc. for Annex Wealth Management, Llc (registered 2026-06-18)
Form ADVobserved 4 days ago
Occurred
Dec 2, 2025
Advisor changed firm
Michael Patrick Donnan left Aegis Financial for Mcglone Suttner Wealth Management, Inc. (registered 2025-12-23)
Form ADVobserved 4 days ago