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 41 - 49 of 49 top financial advisors.
41
Ryan M. Lueck
CRD#: 7389271
555 East Wells Street, Suite 1900, Milwaukee, WI 53202

Ryan Lueck (CRD# 7389271) is an Investment Advisor Representative working at Johnson Wealth Inc. in Milwaukee, WI and has 1 year of experience in the finance industry.

42
Daniel Morillo Blandon
CRD#: 7800430
555 East Wells Street, Suite 1900, Milwaukee, WI 53202

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.

43
Robert T. Mosley
CRD#: 7191774
1 South Main Street, Janesville, WI 53545

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.

44
Merissa R. Slowik
CRD#: 7480278
555 East Wells Street, Suite 1900, Milwaukee, WI 53202

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.

45
Alexander J. Stemberger
CRD#: 7137909
555 East Wells Street, Suite 1900, Milwaukee, WI 53202

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.

46
Katherine Trudell
CRD#: 7527716
555 Main Street, Racine, WI 53403

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.

47
Claire R. Wordell
CRD#: 7094492
555 East Wells Street, Suite 1900, Milwaukee, WI 53202

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.

48
David R. Wyatt
CRD#: 1384063
555 East Wells Street, Suite 1900, Milwaukee, WI 53202

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.

49
Eric S. Zwicky
CRD#: 4730843
555 East Wells Street, Suite 1900, Milwaukee, WI 53202

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.

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