linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Joel Lynn Bailey

Johnson Wealth Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Joel? Claim Your Profile

About Joel Lynn Bailey

Joel Lynn Bailey is a registered Investment Advisor Representative with Johnson Wealth Inc. Based in Janesville, Wisconsin, Joel has been in the financial services industry since 1998. Joel has over 20 years of experience working with clients in the Janesville area and has a strong understanding of the local market. Johnson Wealth Inc. provides financial planning, wealth management, and investment advisory services to individuals, families, and businesses.

Firm Information

Joel Bailey 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Joel Bailey’s Registration & Firm History

WI

01/01/2025 - Present

Johnson Wealth Inc. (Janesville WI)

IL

06/05/1998 - 10/19/2001

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

Not sure if Joel Lynn Bailey is right for you?

Licenses & Designations

IA

Issued 10/09/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/03/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/03/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joel Lynn Bailey.
Not sure if Joel Lynn Bailey is right for you?