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Elizabeth Margaret Wedward

Johnson Wealth Inc.

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About Elizabeth Margaret Wedward

Elizabeth Wedward is an investment advisor representative with Johnson Wealth Inc. located in Milwaukee, Wisconsin. Elizabeth Wedward has been in the industry since 1995 and has a Series 7, Series 55, Series 63, and Series 65 licenses. Elizabeth Wedward has previously worked at CLEARY GULL INC. and CLEARY GULL REILAND & MCDEVITT INC. Elizabeth Wedward specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.

Firm Information

Elizabeth Wedward 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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Elizabeth Wedward’s Registration & Firm History

WI

04/20/2017 - Present

Johnson Wealth Inc. (MILWAUKEE WI)

WI

11/27/1998 - 06/02/2016

CLEARY GULL INC. (MILWAUKEE WI)

WI

08/15/1995 - 11/27/1998

CLEARY GULL REILAND & MCDEVITT INC. (MILWAUKEE WI)

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Licenses & Designations

IA

Issued 04/20/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/17/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/02/2016

SIE - Securities Industry Essentials Examination

BC

Issued 03/24/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 08/14/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Elizabeth Margaret Wedward.
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