Eric Stephen Zwicky

Current Employers

Johnson Wealth Inc.

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

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2024-01-24

WI RA
APPROVED

Since 2024-01-24

Branch Locations

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

Organization	City	State	From	To
Johnson Bank	Milwaukee	WI	04/2014	Present
Johnson Wealth Inc	Milwaukee	WI	01/2024	Present

04/2014 → Present

Johnson Bank

Milwaukee, WI
01/2024 → Present

Johnson Wealth Inc

Milwaukee, WI

Other Businesses

Johnson Bank; investment-related affiliate; 555 E Wells Street, Milwaukee, WI; wealth management, trust services, banking, loans; Vice President-Retirement Plan Services Advisor; April 2014; full-time advisor and dual employee of Johnson Bank and Johnson Wealth Inc.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-01-24
S63	Uniform Securities Agent State Law Examination	2005-02-24

S65 Uniform Investment Adviser Law Examination

2024-01-24
S63 Uniform Securities Agent State Law Examination

2005-02-24

Other Names

Eric S Zwicky

View on SEC IAPD

Current Employers

Johnson Wealth Inc.

Disclosures

Employment History

Other Businesses

Exams

Other Names

Other Firms

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