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555 East Wells Street Suite 1900, Milwaukee, WI 53202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-12-09 |
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 | 09/2024 | Present |
| U.S. Bank | Milwaukee | WI | 07/2022 | 09/2024 |
| U.S. Bank | Milwaukee | WI | 04/2021 | 07/2022 |
| U.S. Bank | Milwaukee | WI | 06/2018 | 04/2021 |
| The Boldt Company | Appleton | WI | 05/2017 | 06/2018 |
| Uw-Oshkosh | Oshkosh | WI | 01/2017 | 01/2018 |
| Uw-Oshkosh - Reeve Union | Oshkosh | WI | 02/2016 | 01/2017 |
| Johnson Bank | Milwaukee | WI | 09/2024 | Present |
Johnson Bank; investment-related affiliate; 555 E Wells, Milwaukee, WI; wealth management, trust services, banking, loans; Vice President, Portfolio Manager; September 2024; full-time portfolio manager and dual employee of Johnson Bank and Johnson Wealth Inc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-09 |
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