Karla K. Losey

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

• 12/2004 → 12/2020
  Associated Bank
  Chillicothe, IL
• 03/2005 → 12/2020
  Associated Investment Services, Inc.
  Green Bay, WI
• 09/2024 → Present
  Johnson Wealth Inc.
  Madison, WI
• 09/2024 → Present
  Johnson Bank
  Madison, WI
• 01/2021 → 05/2021
  Unemployed
  Chillicothe, IL
• 06/2021 → 09/2024
  National Exchange Bank & Trust
  Waukesha, WI

Other Businesses

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.

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-07-22

Designations

• Certified Financial Planner

Other Names

• Karla K Shelor