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555 East Wells Street Suite 1900, Milwaukee, WI 53202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-01-02 |
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 |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Madison | WI | 12/2011 | 06/2018 |
| Mml Investors Services, Llc | Madison | WI | 12/2011 | 06/2018 |
| Lpl Financial Llc | Belleville | WI | 08/2018 | 02/2022 |
| Union Bank & Trust | Bellelville | WI | 08/2018 | 07/2019 |
| State Bank Of Cross Plains | Bellelville | WI | 07/2019 | 02/2022 |
| Johnson Bank | Madison | WI | 03/2022 | Present |
| Johnson Wealth Inc | Madison | WI | 03/2022 | Present |
Johnson Bank; investment related affiliate; 10 E Doty Street, Madison, WI; wealth management, trust services, banking, loans; VP Wealth Advisor; March 2022; full-time wealth advisor and dual employee of Johnson Bank and Johnson Wealth.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-02-27 |
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