Joseph Maestas

Current Employers

Johnson Wealth Inc.

555 East Wells Street Suite 1900, Milwaukee, WI 53202 • United States

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2025-07-31

WI RA
APPROVED

Since 2025-07-31

Branch Locations

4120 North Galaxy Drive, Appleton, WI 54913 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Avaii Wealth Management, Llc	Appleton	WI	05/2023	07/2025
Dwc - The 401(K) Experts	St. Paul	MN	08/2022	05/2023
Futureplan By Ascensus	Dresher	PA	10/2021	08/2022
Dwc - The 401(K) Experts	St. Paul	MN	08/2018	10/2021
Qualified Pension Services, Inc.	Littleton	CO	07/2014	08/2018
Johnson Wealth Inc	Appleton	WI	07/2025	Present
Johnson Bank	Appleton	WI	07/2025	Present

05/2023 → 07/2025

Avaii Wealth Management, Llc

Appleton, WI
08/2022 → 05/2023

Dwc - The 401(K) Experts

St. Paul, MN
10/2021 → 08/2022

Futureplan By Ascensus

Dresher, PA
08/2018 → 10/2021

Dwc - The 401(K) Experts

St. Paul, MN
07/2014 → 08/2018

Qualified Pension Services, Inc.

Littleton, CO
07/2025 → Present

Johnson Wealth Inc

Appleton, WI
07/2025 → Present

Johnson Bank

Appleton, WI

Previous Registrations

2024-05-03 → 2025-08-04

Avaii Wealth Management, Llc

Appleton, WI

Other Businesses

Johnson Bank; investment-related affiliate; 4120 North Galaxy Drive, Appleton, WI; wealth management, trust services, banking, loans; Retirement Plan Services Advisor; July 2025; full-time advisor and dual employee of Johnson Wealth Inc and Johnson Bank.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-04-20

S65 Uniform Investment Adviser Law Examination

2024-04-20

View on SEC IAPD