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555 East Wells Street Suite 1900, Milwaukee, WI 53202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2017-01-13 |
Branch Locations
318 South Washington Street, Green Bay, WI 54301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Johnson Bank | Green Bay | WI | 05/2014 | Present |
| Johnson Wealth Inc. | Green Bay | WI | 10/2016 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-29 |
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