Colleen Patricia Johnson

Employer firm

Wealth Enhancement Advisory Services, LLC CRD 116407

$122B regulatory AUM 327 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• ERISA 3(38) INVESTMENT MANAGER

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

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

Current Employers

Employment History

• 01/2005 → 09/2020
  Johnson Bank
  Madison, WI
• 01/2017 → 09/2020
  Johnson Wealth Inc.
  Madison, WI
• 09/2020 → 12/2020
  Sva Wealth Management
  Madison, WI
• 01/2021 → Present
  Wealth Enhancement Group
  Plymouth, MN
• 01/2021 → Present
  Wealth Enhancement Advisory Services
  Plymouth, MN

Previous Registrations

• 2020-09-18 → 2021-01-13
  Sva Wealth Management, Llc
  Madison, WI
• 2017-04-11 → 2020-09-24
  Johnson Wealth Inc.
  Madison, WI

Other Businesses

1) Johnson Bank; investment-related affiliate; 10 East Doty Street, Madison, WI; wealth management, trust services, banking, loans; SVP Wealth Advisor; January 2005; full-time relationship manager and dual employee of Johnson Bank and Johnson Wealth Inc. 2) Ms. Johnson is licensed for sale of certain insurance products and receives commission for referring such business to Johnson Insurance, an investment-related affiliate of Johnson Wealth Inc. and Johnson Bank. Ms. Johnson's focus is wealth management and insurance referrals are made when appropriate to fulfill a client's needs; therefore, time spent is negligible. Wealth Enhancement Group DBA

Designations

• Certified Financial Planner

Other Names

• Colleen Patricia Johnson
• Colleen P Johnson