Valerie Ann Johnson

Current Employers

Employment History

• 08/2013 → Present
  Sikich Financial
  Springfield, IL
• 03/2016 → 08/2024
  Triad Advisors, Inc.
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Brookfield, WI

Previous Registrations

• 2008-10-07 → 2013-12-31
  Kolb+Co. Financial Advisers, Llc
  Brookfield, WI
• 2001-01-09 → 2006-01-03
  Metlife Investment Fund Services Llc
  Milwaukee, WI

Other Businesses

1) Sikich Financial investment related 17335 Golf Parkway, Ste. 500, Brookfield, WI 53045 employer, financial advisor 2. United Performing Arts Fund - Board Director. Charitable organization that helps fund performing arts int eh SE Wisconsin community. No compensation. 1 hour per month during business hours. Not investment related. 8/2013 2) Skylight Music Theatre 158 N. Broadway Milwaukee,WI 53202 POSITION: Board member/current President NATURE: 501C3 non profit Theatre INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2009 ADDRESS: 158 N. Broadway, Milwaukee WI 53202, United States DESCRIPTION: Board President until 9/26, assist with Fundraising 3) SIKICH FINANCIAL POSITION: Investment Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 170 START DATE: 08/01/2013 ADDRESS: 13400 BISHOPS LANE SUITE 300, suite 500, Brookfield WI 53045, United States DESCRIPTION: Provide financial planning and investment advisory 4) UNITER PERFORMING ARTS FUND POSITION: Board Director NATURE: Non- Profit Charitable Fund INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2025 ADDRESS: 301 W Wisconsin Ave, Suite 600, MILWAUKEE WI 53211, United States DESCRIPTION: Board service to help to raise money and awareness for the impact of performing arts in southeastern WI.

Exams

• S63 Uniform Securities Agent State Law Examination
  1980-12-30

Designations

Other Names

• Valerie A Johnson