People Moves
Wisconsin-Based Investment Advisor Hires Estate Planning Director From Baird
Annex Wealth Management, a Wisconsin-based investment advisory firm, has appointed Richard Behrendt as director of estate planning services.
Annex Wealth Management, a Wisconsin-based investment advisory firm, has appointed Richard Behrendt as director of estate planning services.
Prior to joining Annex Wealth Management, Behrendt served as senior vice president and director of estate planning at Robert W Baird & Co in Milwaukee, WI.
In that role, he was an estate planning resource for over 700 Baird financial advisors in the US and their high net worth clients. Before Baird, he spent 12 years as an estate tax attorney with the Internal Revenue Service, auditing estates with $10-$50 million in net worth or more. He also audited gift and fiduciary income tax returns.
Annex Wealth Management has offices in Elm Grove and Mequon, WI. The firm is led by Dave Spano as president. Advisory services are offered through Annex Wealth Management. Securities are offered through H Beck – the two are unaffiliated.
