Best Investors
Account
Sign in
Best Investors
Account
Sign in
555 East Wells Street Suite 1900, Milwaukee, WI 53202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-11-06 |
Branch Locations
555 East Wells Street Suite 1900, Milwaukee, WI 53202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bank | Milwaukee | WI | 11/2001 | 08/2019 |
| Johnson Bank | Milwaukee | WI | 08/2025 | Present |
| Johnson Wealth Inc | Milwaukee | WI | 08/2025 | Present |
| Umb Fund Services | Milwaukee | WI | 08/2019 | 05/2022 |
| Associated Trust Company | Milwaukee | WI | 05/2022 | 08/2025 |
1) Johnson Bank; investment-related affiliate; 555 E Wells St, Milwaukee, WI; wealth management, trust services, banking, loans; SVP Wealth Advisor; August 2025; full-time advisor and dual employee of Johnson Bank and Johnson Wealth Inc. 2) RENTAL PROPERTY; NOT I/R; SUSSEX, WI; RENTAL PROPERTY; OWNER; 05/2012; O HRS/MTH; 0 HRS/TRADING; N/A.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-06 |
| S66 | Uniform Combined State Law Examination | 2001-07-30 |
Reach out to this advisor