Ronald Edward Lehmann

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2016 → Present
  Johnson Bank
  Milwaukee, WI
• 01/2024 → Present
  Johnson Wealth Inc
  Milwaukee, WI

Previous Registrations

• 2000-10-10 → 2005-01-10
  Baker Tilly Investment Advisors
  Madison, WI

Other Businesses

Johnson Bank; investment-related affiliate; 555 E Wells St, Milwaukee, WI; wealth management, trust services, banking, loans; Senior Vice President-Director of Retirement Plan Services; February 2016; dual employee of Johnson Bank and Johnson Wealth Inc.

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-10-09

Designations

• Certified Financial Planner