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555 East Wells Street Suite 1900, Milwaukee, WI 53202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2017-06-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Johnson Bank | Madison | WI | 01/2017 | Present |
| Sva Plumb Trust Company | Madison | WI | 01/2012 | 11/2016 |
| Johnson Wealth Inc. | Madison | WI | 01/2017 | Present |
Johnson Bank; investment-related affiliate; 525 Junction Road, Madison, WI; wealth management, trust services, banking, loans; Officer-Wealth Advisor; January 2017; full-time advisor and dual employee of Johnson Bank and Johnson Wealth Inc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-13 |
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