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2200 Dickinson Road Unit 17A, De Pere, WI 54115 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2022-02-11 |
Branch Locations
1200 Centennial Centre Blvd Sute 300, Hobart, WI 54155 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 10/2015 | 06/2018 |
| Northwestern Mutual Investment Services, Llc | Milwaukee | WI | 10/2017 | 06/2018 |
| Robert W Baird & Co., Incorporated | Milwaukee | WI | 07/2018 | 07/2020 |
| Geneos Wealth Management | Green Bay | WI | 07/2020 | 01/2022 |
| Johnson Wealth Management | Green Bay | WI | 07/2020 | 02/2025 |
| Geneos Wealth Management Inc | Hobart | WI | 01/2022 | Present |
| N.E.W Advisory Services Llc | Hobart | WI | 02/2022 | Present |
| Johnson Wealth Planning Llc | Hobart | WI | 02/2025 | Present |
1) DBA: will work under JOHNSON WEALTH PLANNING LLC located at branch location. 2) IAR under RIA N.E.W. ADVISORY SERVICES LLC investment related business located at 2200 Dickinson Rd, Unit 17a De Pere WI 716583.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 2018-02-08 |
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