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Helen Ann Wunderlich

Johnson Wealth Inc.

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About Helen Ann Wunderlich

Helen Wunderlich is a financial advisor with Johnson Wealth Inc. in Madison, WI. Helen has been with the firm since January 2017. Helen is a Certified Financial Planner and is registered with the state of Wisconsin. Helen has been in the industry since February 2001. Helen also works for Johnson Bank as a Wealth Advisor. Helen is licensed to sell certain insurance products and receives a commission for referring such business to Johnson Insurance. Helen's focus is wealth management and insurance referrals are made when appropriate to fulfill a client's needs. Helen specializes in working with high net worth individuals, corporations or businesses, individuals other than high net worth individuals, state or municipal government entities, and charitable organizations. Helen can provide financial planning services, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.

Firm Information

Helen Wunderlich 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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Helen Wunderlich’s Registration & Firm History

WI

03/21/2017 - Present

Johnson Wealth Inc. (Madison WI)

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Licenses & Designations

IA

Issued 02/03/2001

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Helen Ann Wunderlich.
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