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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Merissa? Claim Your ProfileMerissa Slowik is an Investment Advisor Representative with Johnson Wealth Inc. Merissa is licensed to offer investment advisory services in Wisconsin. Merissa has been in the industry for more than a decade and has experience in financial planning and wealth management. Merissa's expertise includes working with individuals, high-net-worth individuals, businesses, corporations, pension and profit-sharing plans, charitable organizations, and state or municipal government entities. Merissa is also a dual employee of Johnson Wealth Inc. and Johnson Bank.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WI
06/04/2022 - Present
Johnson Wealth Inc. (MILWAUKEE WI)
IA
Issued 06/04/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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