Johnson Wealth Inc.
Johnson Wealth Inc. (CRD# 125557) is a financial advisory firm headquartered in Milwaukee, WI. They manage $8,804,222,393 in 909 accounts and serve the financial needs of clients across 32 states (or territories).
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Total Assets Under Management8,804MILLION
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Total Number of Accounts909ACCOUNTS
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Average Account Value$9,685,613
- 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, AZ, CA, CO, FL, GA, HI, IL, IN, LA, MA, MD, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI
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.
Charles Allison (CRD# 5854122) is an Investment Advisor Representative working at Johnson Wealth Inc. in Milwaukee, WI and has over 10 years of experience in the finance industry. Charles Allison has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Brian Andrew (CRD# 2240211) is an Investment Advisor Representative working at Johnson Wealth Inc. in Milwaukee, WI and has over 30 years 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 19 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 23 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 12 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 21 years of experience in the finance industry.
Robert Brooks (CRD# 2692260) is an Investment Advisor Representative working at Johnson Wealth Inc. in Milwaukee, WI and has over 26 years of experience in the finance industry. Robert Brooks has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jeffrey Budzisz (CRD# 2447344) is an Investment Advisor Representative working at Johnson Wealth Inc. in Madison, WI and has over 28 years of experience in the finance industry.
David Carroll (CRD# 2833024) is an Investment Advisor Representative working at Johnson Wealth Inc. in Milwaukee, WI and has over 20 years of experience in the finance industry.