0001062993-16-007378.txt : 20160201
0001062993-16-007378.hdr.sgml : 20160201
20160201154432
ACCESSION NUMBER: 0001062993-16-007378
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20151231
FILED AS OF DATE: 20160201
DATE AS OF CHANGE: 20160201
EFFECTIVENESS DATE: 20160201
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Annex Advisory Services, LLC
CENTRAL INDEX KEY: 0001542287
IRS NUMBER: 861130026
STATE OF INCORPORATION: WI
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-15012
FILM NUMBER: 161377152
BUSINESS ADDRESS:
STREET 1: 12700 W. BLUEMOUND ROAD
STREET 2: SUITE 200
CITY: ELM GROVE
STATE: WI
ZIP: 53122
BUSINESS PHONE: 262-786-6363
MAIL ADDRESS:
STREET 1: 12700 W. BLUEMOUND ROAD
STREET 2: SUITE 200
CITY: ELM GROVE
STATE: WI
ZIP: 53122
13F-HR
1
primary_doc.xml
13F-HR
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0001542287
XXXXXXXX
12-31-2015
12-31-2015
Annex Advisory Services, LLC
12700 W. BLUEMOUND ROAD
SUITE 200
ELM GROVE
WI
53122
13F HOLDINGS REPORT
028-15012
N
Mark M. Oswald
Chief Compliance Officer
262 786 6363
Mark M. Oswald
Elm Grove
WI
01-29-2016
0
113
341267
false
INFORMATION TABLE
2
form13fInfoTable.xml
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COM
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SOLE
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ABBOTT LABS
COM
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10851
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SOLE
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0
10851
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COM
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1369
23109
SH
SOLE
0
0
23109
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
678
6491
SH
SOLE
0
0
6491
ALLIANCEBERNSTEIN INCOME FUN
COM
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144
18761
SH
SOLE
0
0
18761
ALLIANT ENERGY CORP
COM
018802108
453
7261
SH
SOLE
0
0
7261
ALTRIA GROUP INC
COM
02209S103
406
6982
SH
SOLE
0
0
6982
AMGEN INC
COM
031162100
758
4669
SH
SOLE
0
0
4669
APPLE INC
COM
037833100
3312
31469
SH
SOLE
0
0
31469
AT&T INC
COM
00206R102
404
11752
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SOLE
0
0
11752
BAXALTA INC
COM
07177M103
203
5202
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SOLE
0
0
5202
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
215
1629
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SOLE
0
0
1629
BLACKROCK INC
COM
09247X101
572
1679
SH
SOLE
0
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1679
BLACKSTONE GROUP L P
COM UNIT LTD
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576
19699
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19699
BOEING CO
COM
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5930
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CAPITAL ONE FINL CORP
COM
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CARDINAL HEALTH INC
COM
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CHEVRON CORP NEW
COM
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9086
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COMCAST CORP NEW
CL A
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CORNING INC
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CREDIT SUISSE ASSET MGMT INC
COM
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CREDIT SUISSE HIGH YLD BND F
SH BEN INT
22544F103
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DELPHI AUTOMOTIVE PLC
SHS
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DISCOVER FINL SVCS
COM
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DISNEY WALT CO
COM DISNEY
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DR PEPPER SNAPPLE GROUP INC
COM
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EATON CORP PLC
SHS
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446
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ENSYNC INC
COM
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COM
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21075
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EXXON MOBIL CORP
COM
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FIDELITY NATL INFORMATION SV
COM
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440
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FISERV INC
COM
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FOOT LOCKER INC
COM
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GENERAL ELECTRIC CO
COM
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GILEAD SCIENCES INC
COM
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GLOBAL PMTS INC
COM
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HOME DEPOT INC
COM
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HUMANA INC
COM
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INTEL CORP
COM
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INTERNATIONAL BUSINESS MACHS
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CONSER ALLOC ETF
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CORE US AGGBD ET
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GRWT ALLOCAT ETF
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MODERT ALLOC ETF
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CORE S&P SCP ETF
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RUSSELL 2000 ETF
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LYONDELLBASELL INDUSTRIES N
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7614
175399
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VANGUARD SPECIALIZED PORTFOL
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28709
265114
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265114
VERIZON COMMUNICATIONS INC
COM
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6542
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6542
VISA INC
COM CL A
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572
7379
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7379
WALGREENS BOOTS ALLIANCE INC
COM
931427108
451
5300
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5300
WEC ENERGY GROUP INC
COM
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22170
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22170
WELLS FARGO & CO NEW
COM
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282
5184
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639
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9085