Maureen Coogan Holsen

Current Employers

Employment History

• 11/2012 → 09/2019
  Ehlers Investment Partners, Llc
  Brookfield, WI
• 09/2019 → 10/2021
  Ellenbecker Investment Group
  Pewaukee, WI
• 11/2021 → 05/2022
  Avantax Investment Services Inc.
  Waukesha, WI
• 11/2021 → 05/2022
  Avantax Advisory Services
  Waukesha, WI
• 11/2021 → 05/2022
  Avantax Insurance Services
  Waukesha, WI
• 02/2022 → 05/2022
  R&R Wealth Management
  Waukesha, WI
• 06/2022 → 12/2023
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 07/2022 → 03/2026
  Northwestern Mutual Investment Services Llc
  Milwaukee, WI
• 02/2024 → 03/2026
  Jerod Spaeth
  Milwaukee, WI
• 12/2023 → 02/2024
  Jerod Spaeth
  Milwaukee, WI
• 05/2026 → Present
  Johnson Wealth Inc
  Milwaukee, WI
• 05/2026 → Present
  Johnson Bank
  Milwaukee, WI

Previous Registrations

• 2022-08-03 → 2026-03-25
  Northwestern Mutual Investment Services, Llc
  Milwaukee, WI
  Milwaukee, WI
• 2021-11-10 → 2022-05-18
  Avantax Advisory Services
  Waukesha, WI
• 2019-09-11 → 2021-11-01
  Ellenbecker Investment Group
  Waukesha, WI
• 2012-11-29 → 2019-09-06
  Ehlers
  Minneapolis, MN
• 2010-12-16 → 2012-11-19
  Wells Fargo Clearing Services, Llc
  Milwaukee, WI
  Menomonee Falls, WI
• 2009-01-06 → 2010-11-18
  Allspring Funds Management, Llc
  Menomonee Falls, WI

Other Businesses

Johnson Bank; investment related affiliate; 555 East Wells Street, Milwaukee WI; wealth management, trust services, banking, loans; Wealth Advisor; May 2026; full-time Wealth Advisor and dual employee of Johnson Bank and Johnson Wealth Inc.

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-02-28
• S65 Uniform Investment Adviser Law Examination
  2008-10-28

Designations

Other Names

• Maureen Manning
• Maureen Coogan Manning
• Maureen Schiel
• Maureen Coogan Schiel
• Maureen Coogan Holsen
• Maureen C Manning
• Maureen C Schiel
• Maureen C Holsen