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Bradley David Mazola

Johnson Wealth Inc.

Milwaukee, WI

CRD 2844085

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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

AuthorityCategoryStatusDate
WI RA APPROVED 2024-05-08
  • WI RA
    APPROVED
    Since 2024-05-08

Branch Locations

555 East Wells Street Suite 1900, Milwaukee, WI 53202 • 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
OrganizationCityStateFromTo
Pnc Bank Pittsburgh PA 12/2010 04/2024
Pnc Investments Pittsburgh PA 12/2010 04/2024
Johnson Wealth Inc Milwaukee WI 05/2024 Present
Johnson Bank Milwaukee WI 05/2024 Present
  • 12/2010 → 04/2024
    Pnc Bank
    Pittsburgh, PA
  • 12/2010 → 04/2024
    Pnc Investments
    Pittsburgh, PA
  • 05/2024 → Present
    Milwaukee, WI
  • 05/2024 → Present
    Johnson Bank
    Milwaukee, WI
Previous Registrations
  • 2012-10-29 → 2018-12-06
    Milwaukee, WI
    Columbus, OH
    Philadelphia, PA
    Chicago, IL
    Milwaukee, WI
    Milwaukee, WI
    Chicago, IL
  • 2006-02-23 → 2006-02-23
    Brookfield, WI
    Milwaukee, WI
    West Allis, WI
  • 2004-04-19 → 2005-03-11
    Muskego, WI
  • 2002-02-08 → 2004-03-16
    Strong Capital Management Inc
    Menomonee Falls, WI
Other Businesses

Johnson Bank; investment related affiliate; 555 E Wells St, Milwaukee WI; wealth management, trust services, banking, loans; SVP Wealth Advisor; May 2024; full-time wealth advisor and dual employee of Johnson Bank and Johnson Wealth.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-08
S63 Uniform Securities Agent State Law Examination 1997-02-28
  • S65 Uniform Investment Adviser Law Examination
    2024-05-08
  • S63 Uniform Securities Agent State Law Examination
    1997-02-28

View on SEC IAPD

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