Julie S. Grosso

Employer firm

Johnson Wealth Inc. CRD 125557

$10.3B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2017 → Present
  Johnson Bank
  Madison, WI
• 01/2012 → 11/2016
  Sva Plumb Trust Company
  Madison, WI
• 01/2017 → Present
  Johnson Wealth Inc.
  Madison, WI

Other Businesses

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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-06-13

Other Names

• Julie S Keldahl