JOHNSON WEALTH INC.

JOHNSON WEALTH INC. of MILWAUKEE, WI is an SEC-registered investment adviser (CRD 125557). Regulatory assets under management: $10.3B.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

Officers, owners & control persons (31)

Showing 25 of 31 people.

NameRoleLocation
Benjamin Thomas PavlikDIRECTOR, LEGAL COUNSEL AND ASSISTANT SECRETARY; DIRECTOR, LEGAL COUNSEL AND SECRETARY
Helen Johnson-LeipoldGENERAL PARTNER; TRUSTEE
Adam Steven BellmerCHIEF COMPLIANCE OFFICER
Daniel J BrunnerSENIOR VICE PRESIDENT - FINANCE; VICE PRESIDENT - FINANCE
Dominic Paul CeciCHIEF INVESTMENT OFFICER
Ronald Edward LehmannCHIEF ADMINISTRATIVE OFFICER; SVP CHIEF ADMINISTRATIVE OFFICER
Jeffrey Lawrence PierceDIRECTOR, PRESIDENT, EXECUTIVE VICE PRESIDENT - WEALTH
Jeff BlonskiDIRECTOR, CHIEF FINANCIAL OFFICER
Mark C BehrensDIRECTOR; DIRECTOR, CHIEF FINANCIAL OFFICER AND SECRETARY
BRUNNER BRIAN JVICE PRESIDENT - FINANCE
WILSON DONALD JOHNVICE PRESIDENT - FINANCIAL ANALYST
KAMINSKI DANIEL LEEDIRECTOR AND EXECUTIVE VICE PRESIDENT - WEALTH
CLEARY MICHAEL JOSEPHCHAIRMAN OF THE BOARD AND PRESIDENT; DIRECTOR; DIRECTOR AND CHIEF EXECUTIVE OFFICER (+3 more)
PETERSON JOHN REUBENDIRECTOR; SECRETARY, TREASURER AND DIRECTOR; VP, SECRETARY AND DIRECTOR
BRAUN WILLIAM HUGHCHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER; CHIEF FINANCIAL OFFICER & COMPLIANCE OFFICER
OSTER MAUREEN BUSBYCHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER AND DIRECTOR; CHIEF INVESTMENT OFFICER AND DIRECTOR; PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER AND DIRECTOR (+1 more)
ANDREW BRIAN KEITHCHIEF INVESTMENT OFFICER; DIRECTOR, EXECUTIVE VICE PRESIDENT - WEALTH, CHIEF INVESTMENT OFFICER; DIRECTOR, PRESIDENT, EXECUTIVE VICE PRESIDENT - WEALTH, CHIEF INVESTMENT OFFICER (+1 more)
WARNER ROBERT LESLIEEXECUTIVE VICE PRESIDENT AND OFFICER
BRAUN WILLIAM HCHIEF COMPLIANCE OFFICER; CHIEF FINANCIAL OFFICER AND COMPLIANCE OFFICER; CHIEF FINANCIAL OFFICER & COMPLIANCE OFFICER (+1 more)
CARPENTER CHRISTOPHER MICHAELCHIEF OPERATING OFFICER
CHEDID STEPHANIE ANNEMANAGING DIRECTOR AND DIRECTOR; PRESIDENT AND DIRECTOR; SENIOR VICE PRESIDENT AND DIRECTOR
PAVLIK BENJAMIN THOMASDIRECTOR, LEGAL COUNSEL AND ASSISTANT SECRETARY; LEGAL COUNSEL AND ASSISTANT SECRETARY
BEHRENS MARK CCHIEF FINANCIAL OFFICER AND SECRETARY; DIRECTOR, CHIEF FINANCIAL OFFICER AND SECRETARY
Johnson-Leipold HelenTRUSTEE
NAIDL WADE ALANCHIEF COMPLIANCE OFFICER

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