Wealth Manager 

Chase Claussen is a Wealth Manager at Annex Wealth Management.

As a Wealth Manager, Chase meets with prospective clients, working to secure the client relationship and then oversee those relationships for the long-term. Wealth Managers conduct initial portfolio reviews with prospects and 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 engages in business development to deliver results.

Over the past decade, Chase gained valuable experience at various advisory firms, where he developed customized financial strategies to help both individuals and businesses navigate their investment, insurance, and tax planning needs. He became a part of the Annex Wealth Management team in early 2025.

A proud graduate of Marquette High School, Chase continued his education at the University of St. Thomas, where he played soccer and earned his bachelor’s degree in Financial Management. He also holds the Chartered Financial Consultant (ChFC®) designation from the American College of Financial Services, as well as his Series 7 and Series 66 licenses.

Chase currently resides in Wauwatosa with his wife and their Bichon rescue, Buddy. They all enjoy spending time on Big Cedar Lake, golfing, playing tennis, and traveling. However, with a baby boy arriving in the spring of 2025, they’re preparing for a new and exciting chapter ahead!