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555 East Wells Street Suite 1900, Milwaukee, WI 53202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-08-11 |
Branch Locations
555 East Wells Street Suite 1900, Milwaukee, WI 53202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dimensional Fund Advisors | Austin | TX | 04/2012 | 01/2019 |
| Wipfli Financial Advisors, Llc | Milwaukee | WI | 02/2019 | 09/2022 |
| Creative Planning, Llc | Milwaukee | WI | 10/2022 | 05/2023 |
| The Mather Group | Chicago | IL | 06/2023 | 03/2024 |
| Johnson Wealth Inc | Milwaukee | WI | 08/2025 | Present |
| Johnson Bank | Milwaukee | WI | 08/2025 | Present |
| Annex Wealth Management | Brookfield | WI | 05/2024 | 06/2025 |
Johnson Bank; investment-related affiliate; 555 E Wells Street, Milwaukee, WI; wealth management, trust services, banking, loans; Executive Vice President, August 2025.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-16 |
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