Best Investors
Account
Sign in
Best Investors
Account
Sign in
555 East Wells Street Suite 1900, Milwaukee, WI 53202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-03-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Plano | TX | 06/2020 | 02/2026 |
| Badger Brothers Moving, Llc | Madison | WI | 06/2019 | 06/2020 |
| Blue Velvet | Madison | WI | 02/2019 | 10/2019 |
| Southwestern Advantage | Nashville | TN | 02/2017 | 05/2019 |
| Uw Madison Catering | Madison | WI | 08/2016 | 05/2017 |
| Annex Wealth Management | Brookfield | WI | 02/2026 | 03/2026 |
| Johnson Wealth Inc. | Madison | WI | 03/2026 | Present |
| Johnson Bank | Madison | WI | 03/2026 | Present |
Johnson Bank; investment related affiliate; 10 East Doty Street, Madison WI; wealth management, trust services, banking, loans; Wealth Advisor; March 2026; full-time Wealth Advisor and dual employee of Johnson Bank and Johnson Wealth Inc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-22 |
Reach out to this advisor