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Anita Helen Resch

Johnson Wealth Inc.

Green Bay, WI

CRD 2690016

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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 2019-05-08
  • WI RA
    APPROVED
    Since 2019-05-08

Branch Locations

318 S Washington Street, Green Bay, WI 54301 • 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. Green Bay WI 04/2019 Present
Johnson Bank Green Bay WI 04/2019 Present
Nicolet National Bank Green Bay WI 11/2007 02/2019
  • 04/2019 → Present
    Green Bay, WI
  • 04/2019 → Present
    Johnson Bank
    Green Bay, WI
  • 11/2007 → 02/2019
    Nicolet National Bank
    Green Bay, WI
Other Businesses

Johnson Bank; investment-related affiliate; 318 South Washington St, Green Bay, WI; wealth management, trust services, banking, loans; Senior Vice President and Wealth Regional Sales Manager; April 2019; full-time regional sales manager and dual employee of Johnson Bank and Johnson Wealth Inc.

Designations
  • Certified Financial Planner
Other Names
  • Anita Helen Page

View on SEC IAPD

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