Andrew Eichel is a financial advisor with Annex Wealth Management, LLC in Brookfield, WI, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at Cetera, North Shore Bank, Russell Investments, The Vanguard Group, UMB Fund Services, AXA Advisors, and Princeton Club.
Annex Wealth Management serves a diverse client base, including individuals, high-net-worth households, pension plans, charitable organizations, trusts, corporations, and government agencies. The firm employs a team-driven investment approach with a core-and-tactical philosophy, offering multiple service models and additional services such as pension consulting, tax preparation through an affiliated CPA firm, and insurance services with charitable commission contributions.