Elm Grove, Wis.-based Annex Wealth Management has expanded into a third location in Delafield, Wis.
John Bodden will head the RIA's new office as branch director. Bodden, a Delafield resident, has been with Annex Wealth Management for 13 years. The office will serve clients in the western Milwaukee suburbs and Lake Country.
Annex Wealth Management manages over $1 billion in assets.