0001085146-19-001924.txt : 20190718 0001085146-19-001924.hdr.sgml : 20190718 20190718172645 ACCESSION NUMBER: 0001085146-19-001924 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190718 DATE AS OF CHANGE: 20190718 EFFECTIVENESS DATE: 20190718 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: 19961952 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 LIVE false true false 0001542287 XXXXXXXX 06-30-2019 06-30-2019 Annex Advisory Services, LLC

12700 W. BLUEMOUND ROAD SUITE 200 ELM GROVE WI 53122

13F HOLDINGS REPORT 028-15012 N Mark M. Oswald 262 786-6363 /s/ Mark M. Oswald Elm Groove WI 07-05-2019 0 119 710261 false INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M COCOM88579Y1012491437SHSOLE 001437ABBOTT LABSCOM002824100124514807SHSOLE 0014807ABBVIE INCCOM00287Y109133318330SHSOLE 0018330ACCENTURE PLC IRELANDSHS CLASS AG1151C1012351273SHSOLE 001273ALLIANT ENERGY CORPCOM0188021084779709SHSOLE 009709ALPHABET INCCAP STK CL A02079K305222205SHSOLE 00205ALTRIA GROUP INCCOM02209S10367414231SHSOLE 0014231AMAZON COM INCCOM0231351061099580SHSOLE 00580AMERICAN FIN TR INCCOM CLASS A02607T10917415990SHSOLE 0015990AMGEN INCCOM03116210018339946SHSOLE 009946ANNALY CAP MGMT INCCOM03571040926629178SHSOLE 0029178ANTHEM INCCOM03675210323918471SHSOLE 008471APPLE INCCOM037833100804340635SHSOLE 0040635APTARGROUP INCCOM0383361032822265SHSOLE 002265ASSOCIATED BANC CORPCOM04548710544921248SHSOLE 0021248ASSURANT INCCOM04621X1083863626SHSOLE 003626AT&T INCCOM00206R1023365100414SHSOLE 00100414BANK AMER CORPCOM060505104208171767SHSOLE 0071767BANK MONTREAL QUECOM0636711012393162SHSOLE 003162BAXTER INTL INCCOM0718131094475461SHSOLE 005461BERKSHIRE HATHAWAY INC DELCL B NEW0846707022241050SHSOLE 001050BHP GROUP LTDSPONSORED ADS088606108201434657SHSOLE 0034657BOEING COCOM09702310523506454SHSOLE 006454BRP INCCOM SUN VTG05577W2002085800SHSOLE 005800CHEVRON CORP NEWCOM166764100334426880SHSOLE 0026880CISCO SYS INCCOM17275R102235042945SHSOLE 0042945CITIGROUP INCCOM NEW172967424197228150SHSOLE 0028150COCA COLA COCOM1912161002915716SHSOLE 005716COLONY CR REAL ESTATE INCCOM CL A19625T10119112301SHSOLE 0012301CORNING INCCOM219350105199159913SHSOLE 0059913DISNEY WALT COCOM DISNEY2546871064132962SHSOLE 002962EATON CORP PLCSHSG291831035236277SHSOLE 006277EXXON MOBIL CORPCOM30231G10281710667SHSOLE 0010667FACEBOOK INCCL A30303M1022741419SHSOLE 001419FIDELITY NATL INFORMATION SVCOM31620M10611629475SHSOLE 009475FISERV INCCOM337738108147116145SHSOLE 0016145GENERAL MTRS COCOM37045V100329485505SHSOLE 0085505GILEAD SCIENCES INCCOM375558103159723632SHSOLE 0023632GLOBAL PMTS INCCOM37940X1025193244SHSOLE 003244HOME DEPOT INCCOM437076102269112940SHSOLE 0012940HONEYWELL INTL INCCOM4385161063812185SHSOLE 002185INTEL CORPCOM458140100226447283SHSOLE 0047283INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT46137V35758690544432SHSOLE 00544432ISHARES TRSELECT DIVID ETF4642871682862868SHSOLE 002868ISHARES TRCORE S&P500 ETF4642872001080236643SHSOLE 0036643ISHARES TRCORE S&P MCP ETF4642875071006551807SHSOLE 0051807ISHARES TRRUS 1000 VAL ETF46428759810728424SHSOLE 008424ISHARES TRRUS 1000 GRW ETF464287614158110043SHSOLE 0010043ISHARES TRRUS 2000 VAL ETF4642876302361955SHSOLE 001955ISHARES TRRUSSELL 2000 ETF4642876555593596SHSOLE 003596ISHARES TRCORE S&P SCP ETF46428780427567352157SHSOLE 00352157ISHARES TRINTL SEL DIV ETF464288448121639589SHSOLE 0039589ISHARES TRAGGRES ALLOC ETF464289859259347012SHSOLE 0047012ISHARES TRGRWT ALLOCAT ETF464289867260456586SHSOLE 0056586ISHARES TRMODERT ALLOC ETF464289875242862240SHSOLE 0062240ISHARES TRCONSER ALLOC ETF464289883134137905SHSOLE 0037905ISHARES TRFLTG RATE NT ETF46429B6552635167SHSOLE 005167JOHNSON & JOHNSONCOM4781601044313095SHSOLE 003095JPMORGAN CHASE & COCOM46625H100305027273SHSOLE 0027273KIMBERLY CLARK CORPCOM4943681034723544SHSOLE 003544KOHLS CORPCOM500255104196141257SHSOLE 0041257LAM RESEARCH CORPCOM5128071082601383SHSOLE 001383LAMB WESTON HLDGS INCCOM5132721042944640SHSOLE 004640LAS VEGAS SANDS CORPCOM517834107151925709SHSOLE 0025709LYONDELLBASELL INDUSTRIES NSHS - 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