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).

By the Numbers
  • Total Assets Under Management
    8,804
    MILLION
  • Total Number of Accounts
    909
    ACCOUNTS
  • Average Account Value
    $9,685,613
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Johnson Wealth Inc.
Showing 1 - 10 of 50 top financial advisors.
1
Ronald C. Alberts
CRD#: 1574689
555 East Wells Street, Suite 1900, Milwaukee, WI 53202

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.

2
Charles A. Allison
CRD#: 5854122
555 East Wells Street, Suite 1900, Milwaukee, WI 53202

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.

3
Brian K. Andrew
CRD#: 2240211
555 East Wells Street, Suite 1900, Milwaukee, WI 53202

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.

4
Steven J. Backus
CRD#: 4622760
555 East Wells Street, Suite 1900, Milwaukee, WI 53202

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.

5
Joel L. Bailey
CRD#: 3052755
1 South Main Street, Janesville, WI 53545

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.

6
Candice M. Baker
CRD#: 5224067
7401 144th Avenue, Kenosha, WI 53142

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.

7
Eric -. Bernal
CRD#: 4201389
555 Main Street, Racine, WI 53403

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.

8
Robert A. Brooks
CRD#: 2692260
555 East Wells Street, Suite 1900, Milwaukee, WI 53202

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.

9
Jeffrey J. Budzisz
CRD#: 2447344
525 Junction Road, Madison, WI 53717

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.

10
David G. Carroll
CRD#: 2833024
555 East Wells Street, Suite 1900, Milwaukee, WI 53202

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.

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