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Broc Donavon Berge

Johnson Wealth Inc.

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About Broc Donavon Berge

Broc Donavon Berge is an investment advisor representative at Johnson Wealth Inc. Broc has been in the industry for over 20 years and has worked with several different firms. Broc specializes in working with individuals, corporations, and charitable organizations. Broc provides financial planning and investment advice to clients and is also a Vice President-Retirement Plan Services Advisor at Johnson Bank. Broc is registered in Wisconsin as an Investment Advisor Representative.

Firm Information

Broc Berge 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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Broc Berge’s Registration & Firm History

WI

04/19/2024 - Present

Johnson Wealth Inc. (MILWAUKEE WI)

WI

11/02/2011 - 10/02/2013

METLIFE SECURITIES INC. (MILWAUKEE WI)

WI

03/05/2004 - 10/26/2011

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (MILWAUKEE WI)

WI

03/05/2004 - 10/26/2011

MUTUAL OF AMERICA SECURITIES CORPORATION (MILWAUKEE WI)

NY

01/18/2000 - 05/23/2002

DIVERSIFIED INVESTORS SECURITIES CORP. (HARRISON NY)

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Licenses & Designations

IA

Issued 04/19/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/01/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/17/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Broc Donavon Berge.
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