Cory Borcherdt, CFP^®, CLTC^®

Associate Wealth Manager

Cory Borcherdt is an Associate Wealth Manager at Annex Wealth Management.

As an Associate Wealth Manager, Cory assists with all service-related needs of Annex Wealth Management.

Cory brings 20 years of experience in the financial services industry. Prior to joining Annex Wealth Management, he worked at U.S. Bank Global Fund Services as a mutual fund specialist, where he supported clients with their investment accounts, managed projects, and assisted with onboarding new team members.

Cory earned an Associate Degree in Banking and Financial Services from Milwaukee Area Technical College in 2011, followed by a Bachelor’s Degree in Finance from the University of Wisconsin–Milwaukee in 2015. He also completed the Investment Management Certificate Program, a CFA Institute University Affiliated Program.

Cory served for three years as a financial planner on Annex’s Financial Planning team, where he developed deep expertise across a wide range of planning disciplines, including risk management, investment management, tax planning, and retirement planning. During that time, he earned his Series 65 license, Long-Term Care designation, and the CERTIFIED FINANCIAL PLANNER® designation.

Outside of work, Cory enjoys spending time with his son, golfing, film production, staying active, and is an avid gaming enthusiast.