Mr. John Bodden has been in the Financial Planning business since graduating college in 1990. John started his career with American Express as an advisor and quickly moved through the ranks and became a branch manager, teaching new advisors how to help clients. After reaching his goals and holding a management role for several years, John realized his true passion was helping his clients and maintaining the relationships he had with them.

John’s search for a truly independent wealth management firm led him to Annex Wealth Management ®. John is a trusted and knowledgeable advisor offering comprehensive solutions to his clients.

John cherishes all of the relationships he has in his life. Faith, family and friendships are everything to John. "I love the long-term relationships that I have with my clients. It makes being an advisor fun when I can help friends achieve their financial goals."

 

John has passed the following FINRA exams: Investment Company Products/Variable Contracts Limited Representative (Series 6), Direct Participation Programs Limited Representative (Series 22), Investment Company Products/Variable Contracts Limited Principal (Series 26), Uniform Securities Agent State Law Examination (Series 63), Uniform Investment Adviser Law Examination (Series 65) .

 

John and his wife, Melissa, are raising their children in Pewaukee, Wisconsin. John enjoys playing basketball, traveling and all sports.