Steven Charles Johnson

Current Employers

Employment History

• 03/1984 → Present
  Accounting & Cost Analysis Inc
  Depere, WI
• 03/1984 → Present
  Jesra Corp
  De Pere, WI
• 06/1984 → Present
  Investments Unlimited Group
  De Pere, WI
• 08/1986 → Present
  S&K Accounting & Tax Service
  Green Bay, WI
• 10/1995 → 10/2017
  Sii Investments, Inc.
  Greenbay, WI
• 10/2017 → 01/2024
  Woodbury Financial Services Inc
  Green Bay, WI
• 01/2024 → Present
  Osaic Wealth, Inc.
  Green Bay, WI

Previous Registrations

• 2017-10-31 → 2024-01-19
  Woodbury Financial Services, Inc.
  Green Bay, WI
  Green Bay, WI
  Naples, FL
• 2007-02-01 → 2017-11-01
  Sii Investments, Inc.
  Greenbay, WI
  Green Bay, WI

Other Businesses

1) REF POSITION: umpire NATURE: ref for high school football games INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 07/31/2014 ADDRESS: 2522 CLEAR BROOK CIR, GREEN BAY WI 54313, United States DESCRIPTION: ref high school football games 2) BASEBALL COACH POSITION: coach NATURE: high school and legion baseball coach INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 2 START DATE: 05/25/1992 ADDRESS: 2522 CLEAR BROOK CIR, GREEN BAY WI 54313, United States DESCRIPTION: During the month of May June and July I helf coach the high school base ball team and during the summer i am the assistant coach for the legion baseball team (17 to 19 year olds0 3) BAYPORT BASEBALL CLUB OFFICER POSITION: Vice President NATURE: On the board of the baseball club due to the length of time I have coached baseball to help set up rules and suggestions for different age groups regarding play time, team size, coaches etc. Also in charge of someof the fund raisingand other events. Fundraising event would be golf outing and other would be the year end meeting andgathering of parts and coaches. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 11/02/2011 ADDRESS: 2252 Clear Brook Circle, GREEN BAY WI 54313, United States DESCRIPTION: set up rules and suggestions of players and coaches, do fundraising events, repair equipment and work diamonds etc. I do not have signature authority on the checking account. 4) TAX ACCOUNTANT POSITION: President NATURE: S Corporation that prepares taxes and does accounting work INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 150 START DATE: 01/02/1993 ADDRESS: 2261 FOX HEIGHTS LANE, GREEN BAY WI 54304, United States DESCRIPTION: Tax preparation, accounting services 5) KAYE & STEVE PARTNERSHIP POSITION: partner NATURE: Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/02/2002 ADDRESS: 2261 Fox Heights Lane Green Bay Wisconsin, Green Bay WI 54304, United States DESCRIPTION: Cut grass, pay bills deposit rent checks This is a holding company that owns the building that my office and another accountant rent from. 6) VICE PRESIDENT OF HOWARD SUAMICO YOUTH ASSOC. POSITION: Vice President NATURE: This is a non profit organization related to the baseball non profit Pirate baseball that I do just added a couple other sports. 1 Meeting a month for 6 months a year for me roughly 1.25 hours. I have no signature authority on the checking account no investments. Worth with village and community on projects that need to be worked on. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/14/2022 ADDRESS: 3091 Sunray, Green Bay WI 54313, United States DESCRIPTION: help the village admin do projects for the villages that people request be done. problem solving

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-10-02

Designations