Broc Donavon Berge

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

• 09/2013 → Present
  Johnson Bank
  Milwaukee, WI
• 12/2023 → Present
  Johnson Wealth Inc
  Milwaukee, WI

Previous Registrations

• 2012-12-18 → 2013-10-02
  Msi Financial Services, 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; September 2013; full-time advisor and dual employee of Johnson Bank and Johnson Wealth Inc.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-04-19
• S63 Uniform Securities Agent State Law Examination
  2000-02-01