David Peter Dauchy

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

• 05/2024 → Present
  Johnson Wealth Inc
  Milwaukee, WI
• 07/2011 → 04/2024
  Pnc Private Bank
  Milwaukee, WI
• 05/2024 → Present
  Johnson Bank
  Milwaukee, WI

Previous Registrations

• 2008-07-29 → 2011-07-21
  M&I Investment Management Corp.
  Milwaukee, WI

Other Businesses

Johnson Bank; investment-related affiliate; 555 E Wells St. Milwaukee, WI; wealth management, trust services, banking, loans; SVP Wealth Portfolio Manager; May 2024; full-time portfolio manager and dual employee of Johnson Bank and Johnson Wealth Inc.

Designations

• Chartered Financial Analyst

Other Names

• David Dauchy
• David Pete Dauchy