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RIA / WealthAdvisorCertified Financial Planner36 years in industry

MICHAEL THOMAS MURTOS

Advisor at ANNEX WEALTH MANAGEMENT, LLC

BROOKFIELD, WI | Mequon, WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a6fe9c46-b7f7-8cd3-e6a2-25fde5eed3d8

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 15, 2012 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: Feb 20, 1990earliest registration or exam on IAPD
Years in industry: 36derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Feb 20, 1990
First registration: Jun 15, 2012
Dual registered: no
Other names: MIKE MURTOS
IAPD individual key: 2029250

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	Nov 1, 2016	n/a	yes	BROOKFIELD, WI\|Mequon, WI	Current employment
H. BECK, INC.	Former SEC adviser	Nov 15, 2016	Nov 15, 2016	no	ELM GROVE, WI	Previous registration
CETERA ADVISOR NETWORKS LLC	Former SEC adviser	Apr 1, 2013	Oct 24, 2016	no	MADISON, WI\|OAK CREEK, WI	Previous registration
COORDINATED CAPITAL SECURITIES, INC.	Independent wealth	Jun 15, 2012	Apr 2, 2013	no	OAK CREEK, 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
H. BECK, INC.	n/a	Nov 15, 2016	n/a	n/a	Departure no registered destination	Departure
CETERA ADVISOR NETWORKS LLC	ANNEX WEALTH MANAGEMENT, LLC	Oct 24, 2016	Nov 1, 2016	8	Firm change	Other
COORDINATED CAPITAL SECURITIES, INC.	CETERA ADVISOR NETWORKS LLC	Apr 2, 2013	Apr 1, 2013	-1	Firm change	Other

Relationships

Registered with (4)

→ ANNEX WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Nov 1, 2016 to presentfactForm ADV
→ H. BECK, INC.Registered adviserregistration: previous registration
Nov 15, 2016 to Nov 15, 2016factForm ADV
→ CETERA ADVISOR NETWORKS LLCRegistered adviserregistration: previous registration
Apr 1, 2013 to Oct 24, 2016factForm ADV
→ COORDINATED CAPITAL SECURITIES, INC.Registered adviserregistration: previous registration
Jun 15, 2012 to Apr 2, 2013factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a6fe9c46-b7f7-8cd3-e6a2-25fde5eed3d8
First observed: Jun 15, 2012
Last observed: Sep 15, 2026 4 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MICHAEL THOMAS MURTOS

Advisor at ANNEX WEALTH MANAGEMENT, LLC

BROOKFIELD, WI | Mequon, WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a6fe9c46-b7f7-8cd3-e6a2-25fde5eed3d8

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:25 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

ANNEX WEALTH MANAGEMENT, LLC

Independent wealth

Nov 1, 2016

n/a

yes

BROOKFIELD, WI|Mequon, WI

Current employment

H. BECK, INC.

Former SEC adviser

Nov 15, 2016

ELM GROVE, WI

Previous registration

CETERA ADVISOR NETWORKS LLC

Former SEC adviser

Apr 1, 2013

Oct 24, 2016

MADISON, WI|OAK CREEK, WI

Previous registration

COORDINATED CAPITAL SECURITIES, INC.

Independent wealth

Jun 15, 2012

Apr 2, 2013

OAK CREEK, WI

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

H. BECK, INC.

n/a

Nov 15, 2016

n/a

Departure no registered destination

Departure

CETERA ADVISOR NETWORKS LLC

ANNEX WEALTH MANAGEMENT, LLC

Oct 24, 2016

Nov 1, 2016

Firm change

Other

COORDINATED CAPITAL SECURITIES, INC.

CETERA ADVISOR NETWORKS LLC

Apr 2, 2013

Apr 1, 2013

-1

Firm change

Other