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555 East Wells Street Suite 1900, Milwaukee, WI 53202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-04-03 |
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 |
|---|---|---|---|---|
| Ups Store | Snohomish | WA | 06/2014 | 08/2017 |
| Wisconsin Lutheran College | Milwaukee | WI | 08/2017 | 05/2018 |
| Wisconsin Lutheran College | Milwaukee | WI | 08/2018 | 11/2018 |
| Thrivent Financial | New Berlin | WI | 05/2019 | 08/2019 |
| U.S. Bank | Milwaukee | WI | 07/2020 | 08/2020 |
| U.S. Bank | Milwaukee | WI | 01/2021 | 10/2022 |
| Johnson Wealth Inc | Milwaukee | WI | 10/2022 | Present |
| Wisconsin Lutheran College | Milwaukee | WI | 08/2017 | 12/2020 |
| Johnson Bank | Milwaukee | WI | 11/2025 | Present |
Johnson Bank; investment related affiliate; 555 E Wells St., Milwaukee WI; wealth management, trust services, banking, loans; Wealth Portfolio Analyst; 11/2025; full-time Wealth Portfolio Analyst and dual employee of Johnson Bank and Johnson Wealth Inc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-01 |
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