Chase Claussen

Chase Claussen is a Wealth Manager at Annex Wealth Management.

As a Wealth Manager, Chase guides clients through every stage of their financial journey—overseeing the design, implementation, and ongoing monitoring of personalized wealth strategies. He provides objective, comprehensive advice rooted in each client’s goals and leads regular review meetings to ensure their plan stays aligned with life’s changes and opportunities.

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 family and their Bichon rescue, Buddy. They all enjoy spending time on Big Cedar Lake, golfing, playing tennis, and traveling.