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Claire Renee Wordell

Johnson Wealth Inc.

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About Claire Renee Wordell

Claire Wordell is an Investment Advisor Representative at Johnson Wealth Inc. Claire is registered with the state of Wisconsin and holds the Series 65 and SIE exams. Claire is an experienced financial professional with a proven track record of success. Claire specializes in providing financial advice to individuals, businesses, and charitable organizations. Claire has worked in the financial industry for over eight years and has a passion for helping clients achieve their financial goals. Claire is committed to providing personalized, high-quality financial advice to all her clients.

Firm Information

Claire Wordell 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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Claire Wordell’s Registration & Firm History

WI

04/03/2023 - Present

Johnson Wealth Inc. (MILWAUKEE WI)

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Licenses & Designations

IA

Issued 04/01/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/04/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Claire Renee Wordell.
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