
Annex Wealth Management
Fee-only fiduciary wealth management and retirement planning

Member-owned credit union with low fees and full banking services555 S Executive Drive, Brookfield, WI


Landmark Credit Union is a not-for-profit financial cooperative offering checking and savings accounts, certificates, credit cards, auto, personal and student loans, mortgages, HELOCs, home construction and lot loans, plus investment and retirement services. Because it is owned by its members rather than stockholders, it returns profits through better rates and lower fees.
Membership is open to people who live or work in Southern and Northeastern Wisconsin and Lake and McHenry Counties in Illinois, along with immediate family of eligible members. Joining starts with a VIP Savings Account with a $1 minimum. Landmark has 36 branches, and its digital banking runs 24/7 through the app or online. The Brookfield branch is at 555 S Executive Drive.

Fee-only fiduciary wealth management and retirement planning



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