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555 East Wells Street Suite 1900, Milwaukee, WI 53202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-06-12 |
Branch Locations
555 East Wells Street Suite 1900, Milwaukee, WI 53202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Johnson Wealth Inc | Milwaukee | WI | 05/2024 | Present |
| Johnson Bank | Milwaukee | WI | 05/2024 | Present |
| Johnson Financial Group | Madison | WI | 06/2023 | 08/2023 |
| Savaglia Financial Advisors | Oak Creek | WI | 05/2022 | 08/2022 |
| Savaglia Financial Advisors | Oak Creek | WI | 05/2021 | 08/2021 |
| Ewald Automotive Group | Oconomowoc | WI | 07/2019 | 08/2019 |
| Qdoba | Oconomowoc | WI | 04/2019 | 06/2019 |
| Waters Edge | Oconomwoc | WI | 05/2018 | 07/2018 |
| Oconomowoc High School | Oconomowoc | WI | 09/2015 | 06/2020 |
| Unemployed | Oconomowoc | WI | 06/2020 | 09/2020 |
| University Of Wisconsin- Whitewater | Whitewater | WI | 09/2020 | 05/2022 |
| University Of Wisconsin- Madison | Madison | WI | 09/2022 | 05/2024 |
Johnson Bank; investment-related affiliate; 555 E Wells St, Milwaukee, WI; wealth management, trust services, banking, loans; Wealth Assistant 5/2024; full-time wealth assistant and dual employee of Johnson Bank and Johnson Wealth Inc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-12 |
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