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
Elizabeth Wedward (CRD# 2314989) is an Investment Advisor Representative working at Johnson Wealth Inc. in Milwaukee, WI and has over 27 years of experience in the finance industry.
Helen Wunderlich (CRD# 4524458) is an Investment Advisor Representative working at Johnson Wealth Inc. in Madison, WI and has over 23 years of experience in the finance industry.
Justin Bertzyk (CRD# 7800417) is an Investment Advisor Representative working at Johnson Wealth Inc. in Milwaukee, WI and has 1 year of experience in the finance industry.
Dominic Ceci (CRD# 7531466) is an Investment Advisor Representative working at Johnson Wealth Inc. in Milwaukee, WI and has 1 year of experience in the finance industry.
Kelsey Ellsworth (CRD# 7127323) is an Investment Advisor Representative working at Johnson Wealth Inc. in Milwaukee, WI and has over 4 years of experience in the finance industry.
Bernard Grassmann (CRD# 1342564) is an Investment Advisor Representative working at Johnson Wealth Inc. in Appleton, WI and has over 39 years of experience in the finance industry.
Ellen Harris (CRD# 7204764) is an Investment Advisor Representative working at Johnson Wealth Inc. in Milwaukee, WI and has over 4 years of experience in the finance industry.
John Kemnitzer (CRD# 4805700) is an Investment Advisor Representative working at Johnson Wealth Inc. in Milwaukee, WI and has over 19 years of experience in the finance industry.
Ronald Lehmann (CRD# 2842307) is an Investment Advisor Representative working at Johnson Wealth Inc. in Milwaukee, WI and has over 25 years of experience in the finance industry.
Ryan Lueck (CRD# 7389271) is an Investment Advisor Representative working at Johnson Wealth Inc. in Milwaukee, WI and has 1 year of experience in the finance industry.