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Johnson Wealth Inc.

Headquartered in MILWAUKEE, WI

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Firm Information

Johnson Wealth Inc. is an investment advisor based in MILWAUKEE, WI. The firm manages approximately $8.44 billion in regulatory assets under management. Johnson Wealth Inc. provides financial planning, pension consulting, and selection of other advisors for individuals, corporations, and other institutions. The firm also provides portfolio management for individuals and businesses.

Johnson Wealth Inc.

555 EAST WELLS STREET

MILWAUKEE, WI 53202

$8.44B

Assets Under Management

Not reported

Total Clients

59

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (10)

JOHNSON WEALTH INC. has a total of 10 branch locations across the country.
location

Madison, WI

location

Green Bay, WI

location

Janesville, WI

location

Kenosha, WI

location

APPLETON, WI

location

WAUKESHA, WI

location

Appleton, WI

location

GREEN BAY, WI

location

MILWAUKEE, WI

location

RACINE, WI

Advisors at Johnson Wealth Inc.

View All 59 Advisors
Unclaimed
Steven Douglas Reuhl

RA

Madison, WI

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Unclaimed
Michael Paul Cox

RA

MILWAUKEE, WI

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Unclaimed
Jeffrey J Budzisz

RA

MADISON, WI

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Unclaimed
Eric Stephen Zwicky

RA

MILWAUKEE, WI

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Unclaimed
Kyle James Tripp

CFP®, CFA®, RA

APPLETON, WI

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Unclaimed
Kelly Lou Mould

RA

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Unclaimed
Daniel William Wilson

CFP®, RA

Madison, WI

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Unclaimed
John Robert Kemnitzer

RA

MILWAUKEE, WI

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Disclosures

There are no public disclosures for Johnson Wealth Inc..

Frequently Asked Questions (8)

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