Johnson Wealth Inc.
Johnson Wealth Inc. (CRD# 125557) is a financial advisory firm headquartered in Milwaukee, WI. They manage $8,435,966,964 in 2,516 accounts and serve the financial needs of clients across 44 states (or territories).
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Total Assets Under Management8,436MILLION
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Total Number of Accounts2,516ACCOUNTS
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Average Account Value$3,352,928
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV
Ronald Alberts (CRD# 1574689) is an Investment Advisor Representative working at Johnson Wealth Inc. in Milwaukee, WI and has 1 year of experience in the finance industry.
Steven Backus (CRD# 4622760) is an Investment Advisor Representative working at Johnson Wealth Inc. in Milwaukee, WI and has over 21 years of experience in the finance industry.
Joel Bailey (CRD# 3052755) is an Investment Advisor Representative working at Johnson Wealth Inc. in Janesville, WI and has over 25 years of experience in the finance industry.
Candice Baker (CRD# 5224067) is an Investment Advisor Representative working at Johnson Wealth Inc. in Kenosha, WI and has over 14 years of experience in the finance industry.
Eric Bernal (CRD# 4201389) is an Investment Advisor Representative working at Johnson Wealth Inc. in Racine, WI and has over 23 years of experience in the finance industry.
Jeffrey Budzisz (CRD# 2447344) is an Investment Advisor Representative working at Johnson Wealth Inc. in Madison, WI and has over 30 years of experience in the finance industry.
Patricia Chase (CRD# 2835574) is an Investment Advisor Representative working at Johnson Wealth Inc. in Green Bay, WI and has over 27 years of experience in the finance industry.
Michael Cox (CRD# 2440775) is an Investment Advisor Representative working at Johnson Wealth Inc. in Milwaukee, WI and has over 30 years of experience in the finance industry.
Kent Demien (CRD# 6899198) is an Investment Advisor Representative working at Johnson Wealth Inc. in Milwaukee, WI and has 1 year of experience in the finance industry.
Anisa Dunn (CRD# 7013805) is an Investment Advisor Representative working at Johnson Wealth Inc. in Racine, WI and has over 5 years of experience in the finance industry.