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Patricia Chase

Johnson Wealth Inc.

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About Patricia Chase

Patricia Chase is an investment advisor representative registered with Johnson Wealth Inc. in Green Bay, WI. Patricia is a licensed investment advisor representative with state registrations in Wisconsin. Patricia has been working in the financial services industry for over 20 years. Prior to joining Johnson Wealth Inc. in 2017, Patricia worked as a Senior Vice President - Wealth Advisor at Johnson Bank since 2014. Previously, Patricia was registered with BMO HARRIS FINANCIAL ADVISORS, INC. and M&I FINANCIAL ADVISORS, INC. Patricia specializes in providing investment advice and financial planning services to individuals, families, businesses, and charitable organizations.

Firm Information

Patricia Chase 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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Patricia Chase’s Registration & Firm History

WI

04/09/2018 - Present

Johnson Wealth Inc. (Green Bay WI)

WI

08/01/2012 - 12/07/2012

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

WI

03/19/1997 - 08/01/2012

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

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Licenses & Designations

IA

Issued 04/09/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/18/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/18/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Patricia Chase.
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