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).
-
Total Assets Under Management8,436MILLION
-
Total Number of Accounts2,516ACCOUNTS
-
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
Daniel Morillo Blandon (CRD# 7800430) is an Investment Advisor Representative working at Johnson Wealth Inc. in Milwaukee, WI and has 1 year of experience in the finance industry.
Robert Mosley (CRD# 7191774) is an Investment Advisor Representative working at Johnson Wealth Inc. in Janesville, WI and has over 4 years of experience in the finance industry.
Merissa Slowik (CRD# 7480278) is an Investment Advisor Representative working at Johnson Wealth Inc. in Milwaukee, WI and has 1 year of experience in the finance industry.
Alexander Stemberger (CRD# 7137909) is an Investment Advisor Representative working at Johnson Wealth Inc. in Milwaukee, WI and has 1 year of experience in the finance industry.
Katherine Trudell (CRD# 7527716) is an Investment Advisor Representative working at Johnson Wealth Inc. in Racine, WI and has 1 year of experience in the finance industry.
Claire Wordell (CRD# 7094492) is an Investment Advisor Representative working at Johnson Wealth Inc. in Milwaukee, WI and has 1 year of experience in the finance industry.
David Wyatt (CRD# 1384063) is an Investment Advisor Representative working at Johnson Wealth Inc. in Milwaukee, WI and has over 37 years of experience in the finance industry.
Eric Zwicky (CRD# 4730843) is an Investment Advisor Representative working at Johnson Wealth Inc. in Milwaukee, WI and has over 19 years of experience in the finance industry.