Grant Tanner Moll

Employer firm

Johnson Wealth Inc. CRD 125557

$10.3B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2020 → 02/2026
  Fisher Investments
  Plano, TX
• 06/2019 → 06/2020
  Badger Brothers Moving, Llc
  Madison, WI
• 02/2019 → 10/2019
  Blue Velvet
  Madison, WI
• 02/2017 → 05/2019
  Southwestern Advantage
  Nashville, TN
• 08/2016 → 05/2017
  Uw Madison Catering
  Madison, WI
• 02/2026 → 03/2026
  Annex Wealth Management
  Brookfield, WI
• 03/2026 → Present
  Johnson Wealth Inc.
  Madison, WI
• 03/2026 → Present
  Johnson Bank
  Madison, WI

Previous Registrations

• 2026-02-17 → 2026-04-09
  Annex Wealth Management, Llc
  Madison, WI
  Brookfield, WI
• 2020-07-22 → 2026-02-10
  Fisher Investments
  Plano, TX
  Plano, TX

Other Businesses

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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-07-22

Designations

• Certified Financial Planner