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Nicole Ann Geniesse

Johnson Wealth Inc.

Green Bay, WI

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Current Employers
Johnson Wealth Inc.

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2017-01-13
  • WI RA
    APPROVED
    Since 2017-01-13

Branch Locations

318 South Washington Street, Green Bay, WI 54301 • 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 Green Bay WI 05/2014 Present
Johnson Wealth Inc. Green Bay WI 10/2016 Present
  • 05/2014 → Present
    Johnson Bank
    Green Bay, WI
  • 10/2016 → Present
    Green Bay, WI
Previous Registrations
  • 2012-08-01 → 2014-05-27
    Bmo Harris Financial Advisors, Inc.
    Peshtigo, WI
    Green Bay, WI
  • 2005-09-15 → 2012-08-01
    M&I Financial Advisors, Inc
    Peshtigo, WI
    Greenbay, WI
    Green Bay, WI
  • 2010-04-27 → 2012-04-18
    M&I Investment Management Corp.
    Milwaukee, WI
Other Businesses

1) Johnson Bank; investment-related affiliate; 318 South Washington Street, Green Bay, WI; wealth management, trust services, banking, loans; SVP Wealth Advisor; May 2014; full-time portfolio manager and dual employee of Johnson Bank and Johnson Wealth Inc. 2) Ms. Geniesse is licensed for sale of certain insurance products and receives commission for referring such business to Johnson Insurance, an investment-related affiliate of Johnson Wealth Inc. and Johnson Bank. Ms. Geniesse's focus is wealth management and insurance referrals are made when appropriate to fulfill a client's needs; therefore, time spent is negligible.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-09-08
S63 Uniform Securities Agent State Law Examination 1998-06-29
  • S65 Uniform Investment Adviser Law Examination
    2005-09-08
  • S63 Uniform Securities Agent State Law Examination
    1998-06-29
Designations
Other Names
  • Nicole Ann Andrew

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