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555 East Wells Street Suite 1900, Milwaukee, WI 53202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-06-27 |
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 | 01/2026 | Present |
| U.S. Bank | Milwuakee | WI | 06/2025 | 01/2026 |
| Walmart | Mukwonago | WI | 03/2020 | 07/2025 |
| The Legends Club | Waukesha | WI | 04/2024 | 07/2024 |
| Mueth Cpa | Pewaukee | WI | 01/2024 | 03/2024 |
| Quandt Berndt & Co. Lcc | Brookfield | WI | 01/2023 | 04/2023 |
| Pizza Hut | Mukwonago | WI | 09/2019 | 01/2020 |
| Target | Waukesha | WI | 11/2024 | 12/2024 |
| Mukwonago High School | Mukwonago | WI | 09/2017 | 06/2021 |
| Park View Middle School | Mukwonago | WI | 01/2016 | 09/2017 |
| Carroll University | Waukesha | WI | 09/2021 | 05/2025 |
| Johnson Bank | Milwaukee | WI | 01/2026 | Present |
Johnson Bank; investment related affiliate; 555 East Wells Street, Milwaukee, WI; wealth management, trust services, banking, loans; Trading Specialist; January 2026; full-time Trading Specialist and dual employee of Johnson Bank and Johnson Wealth Inc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-27 |
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