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Eva Marie Schoenborn

Johnson Wealth Inc.

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About Eva Marie Schoenborn

Eva Schoenborn is a wealth management professional with a focus on providing financial planning and investment advice to individuals, families, and businesses. Eva has over 25 years of experience in the financial services industry. Eva is currently an Executive Vice President at Johnson Bank, a role she began in June 2024. Eva also holds a registration with Johnson Wealth Inc. to provide investment advisory services. Eva earned her Series 65 license in October 2024, which is the Uniform Investment Adviser Law Examination. Eva's experience and expertise allow her to provide a comprehensive range of financial services to her clients.

Firm Information

Eva Schoenborn 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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Eva Schoenborn’s Registration & Firm History

WI

10/28/2024 - Present

Johnson Wealth Inc. (MILWAUKEE WI)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eva Marie Schoenborn.
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