Johnson Wealth Inc.

Johnson Wealth Inc. (CRD# 125557) is a financial advisory firm headquartered in Milwaukee, WI. They manage $7,746,236,885 in 1,544 accounts and serve the financial needs of clients across 38 states (or territories).

By the Numbers
  • Total Assets Under Management
    7,746
    MILLION
  • Total Number of Accounts
    1,544
    ACCOUNTS
  • Average Account Value
    $5,016,993
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
The map below shows states where this firm has explicit registration only.

AK, AL, AZ, CA, CO, DC, FL, GA, HI, IL, IN, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI, WV

Financial Advisors at Johnson Wealth Inc.
Showing 1 - 10 of 49 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
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 21 years of experience in the finance industry.

3
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 25 years of experience in the finance industry.

4
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 14 years of experience in the finance industry.

5
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 23 years of experience in the finance industry.

6
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 30 years of experience in the finance industry.

7
Patricia Chase
CRD#: 2835574
318 South Washington Street, Green Bay, WI 54301

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.

8
Michael P. Cox
CRD#: 2440775
555 East Wells Street, Suite 1900, Milwaukee, WI 53202

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.

9
Kent D. Demien
CRD#: 6899198
555 East Wells Street, Suite 1900, Milwaukee, WI 53202

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.

10
Anisa Dunn
CRD#: 7013805
555 Main Street, Racine, WI 53403

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.

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