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555 East Wells Street Suite 1900, Milwaukee, WI 53202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-10-19 |
Branch Locations
100 W Lawrence Street, Ste 306, Appleton, WI 54911 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Appleton Group Llc | Appleton | WI | 09/2021 | 10/2023 |
| Fox Valley Dental | Neenah | WI | 04/2019 | 03/2021 |
| Valley Eye Associates | Neenah | WI | 10/2018 | 04/2019 |
| The Bridal Event | Appleton | WI | 05/2017 | 10/2018 |
| St Norbert College | De Pere | WI | 09/2013 | 05/2017 |
| State Of Wi Unemployment | Madison | WI | 03/2021 | 09/2021 |
| Johnson Wealth Inc | Appleton | WI | 10/2023 | Present |
| Johnson Bank | Appleton | WI | 10/2023 | Present |
Johnson Bank; investment-related affiliate; 222 West College Avenue, Appleton, WI; wealth management, trust services, banking, loans; AVP Wealth Advisor; October 2023; full-time advisor and dual employee of Johnson Bank and Johnson Wealth Inc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-14 |
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