Michael Patrick Donnan
Investment Adviser Representative at Annex Wealth Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Michael Patrick Donnan is an investment adviser representative with Annex Wealth Management, LLC in Appleton, WI, where they have been registered since 2026. They have worked in the securities industry since 2006 and have been registered with 5 firms, including Mcglone Suttner Wealth Management, Inc. and Aegis Financial. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Wisconsin.
Registrations & licenses
- Investment adviser:
- Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Raymond James Financial Services, Inc.Nov 2014 – Oct 2019Oshkosh, WI
- Raymond James Financial Services Advisors Inc.Nov 2014 – Oct 2019Oshkosh, WI
- AEGIS FinancialNov 2014 – Nov 2025Oshkosh, WI
- Private Client ServicesNov 2019 – Nov 2020Oshkosh, WI
- McGlone Suttner Wealth Management, Inc.Dec 2025 – May 2026Appleton, WI
- Annex Wealth Management, LLC.Jun 2026 – no end date reportedBrookfield, WI
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Annex Wealth Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.0125
- First $500,0001.25%
- $500,001 - $2,000,0001.00%
- $2,000,001 - $5,000,0000.75%
- $5,000,001 - $10,000,0000.50%
+3 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 99
- Offices listed on AdvisorFinder:
- 8
- Main office:
- Brookfield, WI
- SEC file number:
- 801-63505
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 17, 2026
View full firm profileOther advisors at Annex Wealth Management, LLC
Showing 12 of 99 in the directory
Similar advisors in Appleton, WI
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Michael Patrick Donnan has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched