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David Anthony McEvoy

Johnson Wealth Inc.

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About David Anthony McEvoy

David Anthony McEvoy is a financial advisor registered with Johnson Wealth Inc. in Madison, Wisconsin. David has been in the industry since 2000 and is licensed to advise clients on a wide range of financial topics. He is also registered with the state of Wisconsin to provide investment advisory services. Prior to joining Johnson Wealth, David worked for M.J. Whitman LLC and M.J. Whitman, Inc. in Saratoga Springs and New York City, respectively. David is a graduate of [insert school name, if available] with a degree in [insert degree, if available].

Firm Information

David McEvoy 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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David McEvoy’s Registration & Firm History

WI

08/29/2017 - Present

Johnson Wealth Inc. (Madison WI)

NY

09/20/2002 - 11/05/2008

M.J. WHITMAN LLC (SARATOGA SPRINGS NY)

NY

06/26/2000 - 09/20/2002

M. J. WHITMAN, INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 08/29/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/16/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/22/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Anthony McEvoy.
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