Best Investors Account Sign in
Inactive

Kelly Lou Mould

Johnson Wealth Inc.

Racine, WI

Claim This Profile
Current Employers
Johnson Wealth Inc.

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-01-21
  • WI RA
    APPROVED
    Since 2026-01-21

Branch Locations

555 Main Street, Racine, WI 53403 • 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 Racine WI 10/2014 Present
Johnson Wealth Inc Racine WI 01/2017 Present
  • 10/2014 → Present
    Johnson Bank
    Racine, WI
  • 01/2017 → Present
    Racine, WI
Other Businesses

Johnson Bank; investment-related affiliate; 555 Main Street, Racine WI; wealth management, trust services, banking, loans; SVP Wealth Advisor; October 2014; full-time advisor and dual employee of Johnson Bank and Johnson Wealth Inc.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-23
  • S65 Uniform Investment Adviser Law Examination
    2024-10-23
Other Names
  • Kelly L Wallace
  • Kelly L. Glenzer

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Racine, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor