Graham Alan Kessel

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → 11/2016
  Wells Fargo Advisors, Llc
  Waukesha, WI
• 11/2016 → 10/2020
  Wells Fargo Clearing Services, Llc
  Waukesha, WI
• 10/2020 → Present
  Johnson Wealth Inc
  Milwaukee, WI
• 05/2022 → Present
  Johnson Bank
  Milwaukee, WI

Previous Registrations

• 2016-04-27 → 2020-10-19
  Wells Fargo Clearing Services, Llc
  Waukesha, WI
  Milwaukee, WI
  Janesville, WI
• 2014-04-01 → 2016-04-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Waukesha, WI

Other Businesses

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.

Exams

• S66 Uniform Combined State Law Examination
  2014-03-28

Other Names

• Graham Alan Kessel