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Cruz Bernal

Johnson Wealth Inc.

Milwaukee, WI

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Current Employers
Johnson Wealth Inc.

555 East Wells Street Suite 1900, Milwaukee, WI 53202 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-08-21
  • WI RA
    APPROVED
    Since 2026-08-21

Branch Locations

555 East Wells Street Suite 1900, Milwaukee, WI 53202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Johnson Bank Milwaukee WI 05/2024 01/2026
Johnson Wealth Inc Milwaukee WI 02/2026 Present
Full-Time Education Madison WI 01/2016 04/2024
Johnson Bank Milwaukee WI 02/2026 Present
  • 05/2024 → 01/2026
    Johnson Bank
    Milwaukee, WI
  • 02/2026 → Present
    Milwaukee, WI
  • 01/2016 → 04/2024
    Full-Time Education
    Madison, WI
  • 02/2026 → Present
    Johnson Bank
    Milwaukee, WI
Other Businesses

JOHNSON BANK, INVESTMENT-RELATED AFFILIATE; 555 E WELLS, MILWAUKEE, WI; WEALTH MANAGEMENT, TRUST SERVICES, BANKING, LOANS; WEALTH PARAPLANNER; FEBRUARY 2026; FULL-TIME WEALTH PARAPLANNER AND DUAL EMPLOYEE OF JOHNSON BANK AND JOHNSON WEALTH INC.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-21
  • S65 Uniform Investment Adviser Law Examination
    2026-08-21
Other Names
  • Cruz Bernal

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