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Breton Almstedt

Johnson Wealth Inc.

Milwaukee, WI

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Current Employers
Johnson Wealth Inc.

555 East Wells Street Suite 1900, Milwaukee, WI 53202 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2024-12-17
  • WI RA
    APPROVED
    Since 2024-12-17

Branch Locations

555 East Wells Street Suite 1900, Milwaukee, WI 53202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Johnson Bank Milwaukee WI 01/2004 Present
Johnson Wealth Inc Milwaukee WI 08/2024 Present
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-17
  • S65 Uniform Investment Adviser Law Examination
    2024-12-17
Other Names
  • Bret Almstedt

View on SEC IAPD

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Other Investors

GREGORY BERNARD GREENHOUSE
GREGORY S PINSKY
SCOTT JOHN HANSON
MICHAEL JOSEPH GLAISNER
ADAM JOSEPH KAPUSTA
PAMELA CAIN-HENRY
LAURA MARIE HEBERT
DANIEL JOSEPH RENOUARD

Other Offices

ROBERT W. BAIRD & CO. INCORPORATED · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC · MILWAUKEE, WI
BAIRD CAPITAL MANAGEMENT COMPANY, LLC · MILWAUKEE, WI
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · MILWAUKEE, WI
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC · MILWAUKEE, WI
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC · MILWAUKEE, WI

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