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555 East Wells Street Suite 1900, Milwaukee, WI 53202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-12-16 |
Branch Locations
555 East Wisconsin Avenue, Milwaukee, WI 53202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waukesha West High School | Waukesha | WI | 09/2013 | 06/2017 |
| Concordia University Chicago | River Forest | IL | 08/2017 | 05/2018 |
| Kmf Construction | Milwaukee | WI | 05/2018 | 08/2018 |
| University Of Wisconsin La Crosse | La Crosse | WI | 08/2018 | 05/2022 |
| Firestone Tires | Brookfield | WI | 12/2018 | 05/2020 |
| Wilde Automotive | Waukesha | WI | 08/2019 | 02/2022 |
| Country Financial | Pewaukee | WI | 01/2022 | 06/2022 |
| Ameriprise Financial Services Llc | Brookfield | WI | 06/2022 | 02/2024 |
| Charles Schwab & Co., Inc | Broookfield | WI | 03/2024 | Present |
| Charles Schwab Bank Ssb | Brookfield | WI | 03/2024 | Present |
| School District Of Waukesha | Waukesha | WI | 08/2023 | Present |
| Johnson Wealth Inc. | Milwaukee | WI | 12/2025 | Present |
| Johnson Bank | Milwaukee | WI | 12/2025 | Present |
Johnson Bank; investment related affiliate; 555 West Wells Street, Milwaukee WI 53202; wealth management, trust services, banking, loans; Wealth Advisor; December 2025; full-time Wealth Advisor and dual employee of Johnson Bank and Johnson Wealth Inc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-20 |
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