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555 East Wells Street Suite 1900, Milwaukee, WI 53202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-11-26 |
Branch Locations
N22W23991 Ridgeview Pkwy, Waukesha, WI 53188 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Johnson Bank | Waukesha | WI | 06/2015 | Present |
| Johnson Wealth Inc | Waukesha | WI | 10/2016 | Present |
Johnson Bank; investment related affiliate; N22W23991 Ridgeview Pkwy, Waukesha, WI; wealth management, trust services, banking, loans; Wealth Advisor; June 2015; full-time wealth advisor and dual employee of Johnson Bank and Johnson Wealth Inc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-26 |
| S63 | Uniform Securities Agent State Law Examination | 2006-07-28 |
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