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Kyle Anthony George

Johnson Wealth Inc.

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About Kyle Anthony George

Kyle Anthony George is a financial advisor with Johnson Wealth Inc. in Madison, WI. Kyle George has been in the industry since July 28, 2014. Kyle George has experience in portfolio management for individuals and businesses, financial planning, and pension consulting. Previously, Kyle George was employed by LPL FINANCIAL LLC and BMO HARRIS FINANCIAL ADVISORS, INC.

Firm Information

Kyle George 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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Kyle George’s Registration & Firm History

WI

08/08/2022 - Present

Johnson Wealth Inc. (Madison WI)

WI

06/03/2019 - 08/15/2022

LPL FINANCIAL LLC (MADISON WI)

WI

07/28/2014 - 06/04/2019

BMO HARRIS FINANCIAL ADVISORS, INC. (MADISON WI)

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Licenses & Designations

BOTH

Issued 04/11/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/13/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/21/2015

Series 7 - General Securities Representative Examination

BC

Issued 07/27/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kyle Anthony George.
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