← Meet the Team
Cory Borcherdt, CFP®, CLTC®
Cory Borcherdt is a Financial Planning Associate at Annex Wealth Management.
As a Financial Planning Specialist, Cory works with the Financial Planning Team, employing leading-edge technology to help create a financial plan tailored to a client’s risk tolerance, needs, and expectations.
Cory has over 15 years of customer service experience in the financial industry. Before joining Annex Wealth Management, he worked for US Bank Global Fund Services as a mutual fund specialist assisting clients with their investment accounts, managing projects, and onboarding new hires.
Cory graduated in 2011 from the Milwaukee Area Technical College with an associate degree in Banking and Financial Services. In 2015, he graduated from the University of Wisconsin-Milwaukee with his bachelor’s degree in Finance and completed the Investment Management Certificate Program, a CFA Institute University Recognized Program.
Cory enjoys spending time with his son, golfing, film production, working out, and is also a gaming enthusiast.
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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