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555 East Wells Street Suite 1900, Milwaukee, WI 53202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-08-26 |
Branch Locations
10 East Doty Street, Suite 320, Madison, WI 53703 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Johnson Bank | Madison | WI | 06/2020 | 03/2025 |
| Johnson Bank | Madison | WI | 03/2025 | Present |
| Johnson Wealth Inc | Madison | WI | 03/2025 | Present |
| Morgan Stanley | Madison | WI | 05/2019 | 08/2019 |
| Morgan Stanley | Madison | WI | 05/2018 | 08/2018 |
| Schwarz Insurance | Prairie Du Sac | WI | 05/2017 | 08/2017 |
| School | Lake Forest | IL | 08/2019 | 06/2020 |
| School | Lake Forest | IL | 08/2018 | 05/2019 |
| School | Lake Forest | IL | 08/2017 | 05/2018 |
| School | Prairie Du Sac | WI | 07/2015 | 05/2017 |
Johnson Bank; investment-related affiliate; 10 East Doty Street, Madison, WI 53703; wealth management, trust services, banking, loans; Wealth Portfolio Analyst; July 2025; full-time portfolio analyst and dual employee of Johnson Bank and Johnson Wealth Inc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-26 |
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