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555 East Wells Street Suite 1900, Milwaukee, WI 53202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-01-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Johnson Bank | Appleton | WI | 09/2014 | Present |
| Johnson Wealth Inc. | Appleton | WI | 01/2017 | Present |
Johnson Bank; investment-related affiliate; 222 West College Avenue, Appleton, WI; wealth management, trust services, banking, loans; SVP Wealth Advisor; September 2014; full-time relationship manager and dual employee of Johnson Bank and Johnson Wealth Inc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-08 |
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