Brandon Arps, CFP^®

Senior Wealth Manager

Brandon Arps is a Senior Wealth Manager at Annex Wealth Management.

As a Wealth Manager, Brandon meets with prospective clients, working to secure the client relationship and then oversee the relationship for the long-term. Wealth managers conduct initial portfolio reviews with clients to determine or validate current investment objectives; prepare recommendations of appropriate investment models and allocations developed by Annex Wealth Management’s Financial Planning team; and engage in business development to deliver results.

Brandon is a CERTIFIED FINANCIAL PLANNER ™ professional and earned his degree from St. Norbert College.

Before he worked at Annex Wealth Management, Brandon worked for BMO Harris Financial Advisors, formally known as Marshall & Illsley Financial Advisors and Marshall & Illsley Bank.

Brandon enjoys golfing, fishing, and spending time with friends and family.