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555 East Wells Street Suite 1900, Milwaukee, WI 53202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2018-08-03 |
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 |
|---|---|---|---|---|
| Johnson Wealth Inc. | Milwaukee | WI | 06/2018 | Present |
| Waukesha State Bank | Waukesha | WI | 06/2003 | 06/2018 |
| Johnson Bank | Milwaukee | WI | 05/2022 | Present |
Johnson Bank; investment-related affiliate; 555 E Wells, Milwaukee, WI; wealth management, trust services, banking, loans; Vice President - Fixed Income Portfolio Manager; May, 2022; full-time fixed income portfolio manager and dual employee of Johnson Bank and Johnson Wealth Inc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-30 |
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