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
Timothy Foht (CRD# 1925916) is an Investment Advisor Representative working at Johnson Wealth Inc. in Madison, WI and has over 22 years of experience in the finance industry.
Nicole Geniesse (CRD# 3063544) is an Investment Advisor Representative working at Johnson Wealth Inc. in Green Bay, WI and has over 25 years of experience in the finance industry.
Kyle George (CRD# 6338184) is an Investment Advisor Representative working at Johnson Wealth Inc. in Madison, WI and has over 9 years of experience in the finance industry.
Brian Gigl (CRD# 4655158) is an Investment Advisor Representative working at Johnson Wealth Inc. in Milwaukee, WI and has over 20 years of experience in the finance industry.
Julie Grosso (CRD# 6773857) is an Investment Advisor Representative working at Johnson Wealth Inc. in Madison, WI and has over 6 years of experience in the finance industry.
Joseph Guerin (CRD# 5604479) is an Investment Advisor Representative working at Johnson Wealth Inc. in Milwaukee, WI and has 1 year of experience in the finance industry.
Damir Hadzalic (CRD# 6980239) is an Investment Advisor Representative working at Johnson Wealth Inc. in Milwaukee, WI and has over 5 years of experience in the finance industry.
Annette Hellmer (CRD# 2708921) is an Investment Advisor Representative working at Johnson Wealth Inc. in Madison, WI and has over 28 years of experience in the finance industry.
Jonathan Henshue (CRD# 6548638) is an Investment Advisor Representative working at Johnson Wealth Inc. in Milwaukee, WI and has over 2 years of experience in the finance industry.
Jason Herried (CRD# 3019745) is an Investment Advisor Representative working at Johnson Wealth Inc. in Milwaukee, WI and has over 26 years of experience in the finance industry.