Wealth Manager

Matthew Krenke is a Wealth Manager at Annex Wealth Management.

As a Wealth Manager, Matthew meets with prospective clients, working to secure the client relationship and then oversee the relationship for the long-term. Wealth managers conduct initial portfolio reviews with 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 engage in business development to deliver results.

Matthew has over twenty years of experience in the financial services industry working with clients and attending to their financial goals. He has spent much of that time helping to educate investors on the financial markets and how to best plan for the future.

Matthew graduated in 1997 from the University of Wisconsin Oshkosh with a degree in economics and started his career in commercial banking. From there he transitioned into owning a family business. It was during this time that Matthew also started working as a financial representative with a local financial services company. Matthew hold a series 66 securities license and is a Certified Financial Planner® along with being a Chartered Financial Consultant® and a Chartered Life Underwriter®.

Matthew is a lifelong Appleton native and lives with his wife Terese and their 3 pets.

He is an avid golfer and enjoys spending time in his kitchen.