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Alex G Pudlo

Johnson Wealth Inc.

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About Alex G Pudlo

Alex G. Pudlo is a financial advisor associated with Johnson Wealth Inc.. Alex has been in the financial services industry since 2011 and has a Series 66 license, a Series 7 license, and is a Certified Financial Planner and a Chartered Financial Consultant. Alex's professional experience includes roles at MassMutual Life Insurance Co., MML Investors Services, LLC, LPL Financial LLC, Union Bank & Trust, State Bank of Cross Plains, Johnson Bank, and Johnson Wealth Inc.. Alex is registered to provide investment advice in Wisconsin.

Firm Information

Alex Pudlo is currently registered with Johnson Wealth Inc.. 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.

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Alex Pudlo’s Registration & Firm History

WI

01/16/2024 - Present

Johnson Wealth Inc. (Madison WI)

WI

08/06/2018 - 04/29/2022

LPL FINANCIAL LLC (BELLEVILLE WI)

WI

02/14/2012 - 06/19/2018

MML INVESTORS SERVICES, LLC (MADISON WI)

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Licenses & Designations

BOTH

Issued 02/27/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/13/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alex G Pudlo.
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