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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 |
|---|---|---|---|---|
| Appleton Group Llc | Appleton | WI | 04/2005 | 10/2023 |
| 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 Operations Trade Specialist; October 2023; full-time operations specialist and dual employee of Johnson Bank and Johnson Wealth Inc.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-10-23 |
| S65 | Uniform Investment Adviser Law Examination | 2008-04-04 |
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