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Kathy Ann Ciszewski

Johnson Wealth Inc.

Racine, WI

CRD 4044466

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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 2026-01-28
  • WI RA
    APPROVED
    Since 2026-01-28

Branch Locations

555 Main Street, Racine, WI 53403 • 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
Johnson Bank Racine WI 11/1999 Present
Johnson Wealth Inc Racine WI 01/2026 Present
  • 11/1999 → Present
    Johnson Bank
    Racine, WI
  • 01/2026 → Present
    Racine, WI
Other Businesses

Johnson Bank; investment-related affiliate; 555 Main Street, Racine, WI; wealth management, trust services, banking, loans; Senior Vice President - Private Client Banker; November 1999; full-time Private Client Banker and dual employee of Johnson Bank and Johnson Wealth Inc.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-09-01
  • S63 Uniform Securities Agent State Law Examination
    2000-09-01
Designations
  • Certified Financial Planner
Other Names
  • Kathy Ann Mach

View on SEC IAPD

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