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555 East Wells Street Suite 1900, Milwaukee, WI 53202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-01-16 |
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 |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Waukesha | WI | 04/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Waukesha | WI | 11/2016 | 10/2020 |
| Johnson Wealth Inc | Milwaukee | WI | 10/2020 | Present |
| Johnson Bank | Milwaukee | WI | 05/2022 | Present |
1) JOHNSON BANK; INVESTMENT-RELATED AFFILIATE; 555 E WELLS, MILWAUKEE, WI; WEALTH MANAGEMENT, TRUST SERVICES, BANKING, LOANS; ASSISTANT VICE PRESIDENT AND WEALTH ADVISOR; MAY, 2022; FULL-TIME ADVISOR AND DUAL EMPLOYEE OF JOHNSON BANK AND JOHNSON WEALTH INC. 2) LICENSED FOR SALE OF VARIABLE LIFE/VARIABLE ANNUITY, LIFE, AND/OR ACCIDENT & HEALTH INSURANCE PRODUCTS BUT NOT CURRENTLY EMPLOYED BY ANY INSURANCE COMPANY AND NOT CURRENTLY SELLING ANY OF THESE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-28 |
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