Johnson Wealth Inc
Legal Name: JOHNSON WEALTH INC.
Full Contact Details
Johnson Wealth Inc
100 EAST WISCONSIN AVENUE, SUITE 2400, MILWAUKEE, WI
414-291-4500
414-270-2241
Other Info
Johnson Wealth Inc operates as a Wisconsin Corporation with over a hundred employees, with more than half in advisory roles. While the number of clients served is not publicized, their SEC status is approved, and they registered back in 2003.
Johnson Bank | Banking, Wealth, Insurance
Johnson Bank and Johnson Insurance are privately held, full service financial companies, based in Racine, WI. We offer expertise in banking, wealth, and insurance for the major metropolitan areas of Wisconsin and Arizona.
Personal Banking, Wealth and Insurance | Johnson Financial Group
Johnson Financial Group is a privately held, full service financial companies, based in Racine, WI. We offer expertise in banking, wealth, and insurance for the major metropolitan areas of Wisconsin.
Personal Banking, Wealth and Insurance | Johnson Financial Group
Johnson Financial Group is a privately held, full service financial companies, based in Racine, WI. We offer expertise in banking, wealth, and insurance for the major metropolitan areas of Wisconsin.
Direct Owners
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ADAM STEVEN BELLMER
CHIEF COMPLIANCE OFFICER owns less than 5%
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BENJAMIN THOMAS PAVLIK
LEGAL COUNSEL AND ASSISTANT SECRETARY owns less than 5%
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BRIAN KEITH ANDREW
DIRECTOR, PRESIDENT, EXECUTIVE VICE PRESIDENT - WEALTH, CHIEF INVESTMENT OFFICER owns less than 5%
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DANIEL J. BRUNNER
VICE PRESIDENT - FINANCE owns less than 5%
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JOHNSON FINANCIAL GROUP, INC.
DIRECT OWNER owns 75% or more
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MARK C BEHRENS
DIRECTOR, CHIEF FINANCIAL OFFICER AND SECRETARY owns less than 5%
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MICHAEL JOSEPH CLEARY
DIRECTOR AND EXECUTIVE VICE PRESIDENT owns less than 5%
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RICHARD JOHN WILSON
VICE PRESIDENT - FINANCIAL ANALYST owns less than 5%
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ROBERT LESLIE WARNER
EXECUTIVE VICE PRESIDENT AND OFFICER owns less than 5%
Indirect Owners
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HELEN JOHNSON-LEIPOLD
TRUSTEE
-
JOHNSON FINANCIAL GROUP VOTING TRUST
SHAREHOLDER OF A AND B SHARES owns more than 50% but less than 75%
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