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555 East Wells Street Suite 1900, Milwaukee, WI 53202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-10-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Wisconsin- Madison | Madison | WI | 09/2016 | 05/2018 |
| University Of Wisconsin- Madison | Madison | WI | 08/2016 | 05/2018 |
| Hewins Financial Advisors, Llc. | Appleton | WI | 05/2017 | 05/2018 |
| Wipfli Financial Advisors, Llc | Appleton | WI | 06/2018 | 09/2022 |
| Creative Planning, Llc | Appleton | WI | 10/2022 | 09/2024 |
| Annex Wealth Management | Appleton | WI | 09/2024 | 10/2025 |
| Johnson Wealth Inc | Appleton | WI | 10/2025 | Present |
| Johnson Bank | Appleton | WI | 10/2025 | Present |
Johnson Bank; investment related affiliate; 4120 North Galaxy Drive, Appleton WI; wealth management, trust services, banking, loans; Wealth Advisor; October 2025; full-time Wealth Advisor and dual employee of Johnson Bank and Johnson Wealth Inc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-07 |
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