Breton Almstedt

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

• 01/2004 → Present
  Johnson Bank
  Milwaukee, WI
• 08/2024 → Present
  Johnson Wealth Inc
  Milwaukee, WI

Other Businesses

Johnson Bank; investment related affiliate; 555 E Wells St, Milwaukee, WI; wealth management, trust services, banking, loans; Vice President and Service Manager - Retirement Plan Services; January 2004; dual employee of Johnson Bank and Johnson Wealth Inc.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-12-17

Other Names

• Bret Almstedt