Joel Lynn Bailey

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

• 09/2001 → Present
  Johnson Bank
  Janesville, WI
• 10/2016 → Present
  Johnson Wealth Inc.
  Janesville, WI

Other Businesses

Johnson Bank; investment-related affiliate; 1 South Main Street, Janesville, WI; wealth management, trust services, banking, loans; Senior Vice President - Wealth Advisor; September 2001; full-time Advisor and dual employee of Johnson Bank and Johnson Wealth Inc.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-10-09
• S63 Uniform Securities Agent State Law Examination
  1998-06-03