Kyle James Tripp

Employer firm

Johnson Wealth Inc. CRD 125557

$10.3B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Johnson Wealth Inc.

555 East Wells Street Suite 1900, Milwaukee, WI 53202 • United States

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2017-02-16

WI RA
APPROVED

Since 2017-02-16

Branch Locations

222 College Avenue, Appleton, WI 54911 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Johnson Bank	Appleton	WI	09/2014	Present
Johnson Wealth Inc.	Appleton	WI	10/2016	Present

09/2014 → Present

Johnson Bank

Appleton, WI
10/2016 → Present

Johnson Wealth Inc.

Appleton, WI

Previous Registrations

2012-06-08 → 2016-01-13

Bmo Asset Management Corp.

Chicago, IL
2007-03-27 → 2012-06-08

M&I Investment Management Corp.

Appleton, WI

Milwaukee, WI

Other Businesses

Johnson Bank; investment-related affiliate; 222 College Avenue, Appleton, WI; wealth management, trust services, banking, loans; SVP Wealth Portfolio Manager; September 2014; full-time portfolio manager and dual employee of Johnson Bank and Johnson Wealth Inc.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1996-09-13

S65 Uniform Investment Adviser Law Examination

1996-09-13

Designations

Certified Financial Planner
Chartered Financial Analyst

Other Names

Kyle Tripp

View on SEC IAPD