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Jeffrey J Budzisz

Johnson Wealth Inc.

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About Jeffrey J Budzisz

Jeffrey J. Budzisz is a Registered Investment Advisor associated with Johnson Wealth Inc.. Jeffrey has been in the industry for over 23 years and is currently licensed with Wisconsin. Jeffrey is a Senior Vice President - Wealth Advisor at Johnson Bank. Jeffrey is committed to providing personalized financial advice to individuals, families, and businesses. Jeffrey helps clients develop financial plans and strategies to meet their goals.

Firm Information

Jeffrey Budzisz 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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Jeffrey Budzisz’s Registration & Firm History

WI

05/15/2017 - Present

Johnson Wealth Inc. (MADISON WI)

WI

08/01/2012 - 09/27/2012

BMO HARRIS FINANCIAL ADVISORS, INC. (MADISON WI)

WI

02/02/1994 - 08/01/2012

M&I FINANCIAL ADVISORS, INC (MADISON WI)

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Licenses & Designations

IA

Issued 05/15/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/01/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/27/2000

Series 7 - General Securities Representative Examination

BC

Issued 02/01/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey J Budzisz.
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