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555 East Wells Street Suite 1900, Milwaukee, WI 53202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-10-01 |
Branch Locations
10 East Doty Street, Suite 320, Madison, WI 53703 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Associated Bank | Chillicothe | IL | 12/2004 | 12/2020 |
| Associated Investment Services, Inc. | Green Bay | WI | 03/2005 | 12/2020 |
| Johnson Wealth Inc. | Madison | WI | 09/2024 | Present |
| Johnson Bank | Madison | WI | 09/2024 | Present |
| Unemployed | Chillicothe | IL | 01/2021 | 05/2021 |
| National Exchange Bank & Trust | Waukesha | WI | 06/2021 | 09/2024 |
Johnson Bank; investment related affiliate; 10 East Doty Street, Madison WI; wealth management, trust services, banking, loans; VP Wealth Advisor; September 2024; full-time Vice President - Wealth Advisor and dual employee of Johnson Bank and Johnson Wealth Inc.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-07-22 |
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