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555 East Wells Street Suite 1900, Milwaukee, WI 53202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-09-25 |
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 |
|---|---|---|---|---|
| Annex Wealth Management | Elm Grove | WI | 01/2023 | 09/2025 |
| Uniplan Investment Counsel | Union Grove | WI | 01/2017 | 01/2023 |
| Carroll University | Waukesha | WI | 09/2021 | 12/2021 |
| West Allis West Milwaukee School District | West Allis | WI | 10/2014 | 01/2017 |
| Johnson Wealth Inc | Milwaukee | WI | 09/2025 | Present |
| Johnson Bank | Milwaukee | WI | 09/2025 | Present |
Johnson Bank; investment-related affiliate; 555 E Wells, Milwaukee, WI; wealth management, trust services, banking, loans; Vice President - Fixed Income Analyst; September, 2025; full-time fixed income analyst and dual employee of Johnson Bank and Johnson Wealth Inc.
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