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Connor Allen, CFP®
Connor Allen is a Wealth Manager at Annex Wealth Management.
As a Wealth Manager, Connor 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.
Prior to joining Annex, Connor spent over five years as an Associate Financial Advisor on a multi-family office team, working with select ultra-high net worth families throughout the country. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds a certificate in Behavioral Advice. A proud graduate of the University of Wisconsin – Madison, Connor earned his Bachelor of Business Administration in Finance, Management, and Risk Management & Insurance while being a four-year starter for the Badgers Football team.
Outside of work, he and his wife reside in Oconomowoc and enjoy traveling, golfing and spending time outdoors with their two goldendoodles.
Unleash the Power of What's Next
After decades of planning and preparation, Annex Wealth Management has established a way of doing business that promises the same warm, personal, one-on-one interaction to all clients. Using leading-edge technology, analytics and review, our staff of skilled professionals constantly seeks to confidently deliver an elite, full-service wealth management experience.
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