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Nicole Ann Geniesse

Johnson Wealth Inc.

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About Nicole Ann Geniesse

Nicole Geniesse is a financial advisor with Johnson Wealth Inc. located in Green Bay, WI. Nicole is a Series 6, 7, 63 and 65 licensed advisor. Nicole is a Chartered Financial Consultant and has been in the industry for over 20 years. Nicole is experienced in investment advisory services including portfolio management for individuals and businesses, financial planning and pension consulting. Nicole is also a licensed insurance agent and refers clients to Johnson Insurance when appropriate. Nicole's focus is on wealth management and financial planning.

Firm Information

Nicole Geniesse 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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Nicole Geniesse’s Registration & Firm History

WI

01/13/2017 - Present

Johnson Wealth Inc. (Green Bay WI)

WI

08/01/2012 - 05/27/2014

BMO HARRIS FINANCIAL ADVISORS, INC. (GREEN BAY WI)

WI

06/30/1998 - 08/01/2012

M&I FINANCIAL ADVISORS, INC (GREEN BAY WI)

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Licenses & Designations

IA

Issued 09/08/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/29/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/11/2000

Series 7 - General Securities Representative Examination

BC

Issued 06/29/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicole Ann Geniesse.
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