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Michael Kelly Miller

Johnson Wealth Inc.

Milwaukee, WI

CRD 8097859

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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:

Current Employers
Johnson Wealth Inc.

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-06-12
  • WI RA
    APPROVED
    Since 2025-06-12

Branch Locations

555 East Wells Street, 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 Wealth Inc Milwaukee WI 03/2025 Present
Johnson Bank Milwaukee WI 03/2025 Present
Internal Revenue Service Waukesha WI 10/2023 03/2025
Milwaukee County District Attorneys Office Milwaukee WI 08/2023 10/2023
Unemployed Pewaukee WI 06/2023 08/2023
University Of Wisconsin Law School Madison WI 09/2022 05/2023
Internal Revenue Service Washington DC 05/2022 08/2022
University Of Wisconsin Law School Madison WI 08/2021 05/2022
United States Navy Pittsburgh PA 05/2008 01/2018
Full Time Student Kent OH 01/2018 08/2019
Homemaker Cuyahoga Falls OH 08/2019 08/2020
University Of Iowa College Of Law Wauwatosa WI 08/2020 05/2021
Genus/Abs Global Deforest WI 05/2021 08/2021
  • 03/2025 → Present
    Milwaukee, WI
  • 03/2025 → Present
    Johnson Bank
    Milwaukee, WI
  • 10/2023 → 03/2025
    Internal Revenue Service
    Waukesha, WI
  • 08/2023 → 10/2023
    Milwaukee County District Attorneys Office
    Milwaukee, WI
  • 06/2023 → 08/2023
    Unemployed
    Pewaukee, WI
  • 09/2022 → 05/2023
    University Of Wisconsin Law School
    Madison, WI
  • 05/2022 → 08/2022
    Internal Revenue Service
    Washington, DC
  • 08/2021 → 05/2022
    University Of Wisconsin Law School
    Madison, WI
  • 05/2008 → 01/2018
    United States Navy
    Pittsburgh, PA
  • 01/2018 → 08/2019
    Full Time Student
    Kent, OH
  • 08/2019 → 08/2020
    Homemaker
    Cuyahoga Falls, OH
  • 08/2020 → 05/2021
    University Of Iowa College Of Law
    Wauwatosa, WI
  • 05/2021 → 08/2021
    Genus/Abs Global
    Deforest, WI
Other Businesses

Johnson Bank; investment related affiliate; 555 East Wells Street, Milwaukee WI; wealth management, trust services, banking, loans; Officer Wealth Advisor; March 2025; full-time Wealth Advisor and dual employee of Johnson Bank and Johnson Wealth Inc.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-12
  • S65 Uniform Investment Adviser Law Examination
    2025-06-12
Other Names
  • Michael Miller

View on SEC IAPD

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