Financial ADVSR advisor directory · SEC adviser records
Johnson Wealth Inc. financial advisors in Appleton, WI
Every SEC-registered investment adviser representative at a Johnson Wealth Inc. office in Appleton, A to Z.
6 registered advisors work at Johnson Wealth Inc. in Appleton, out of 68 at the firm nationwide; it ranks number 14 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Johnson Wealth Inc. advisors in Appleton, A to Z
Every Johnson Wealth Inc. advisor →- John C. KellerInvestment adviser rep
- Samantha P. KolbInvestment adviser rep
- Joseph MaestasInvestment adviser rep
- Allison M. MoeschbergerCertified Financial Planner
- Arnold H. PresserInvestment adviser rep
- Kyle J. TrippCertified Financial Planner, Chartered Financial Analyst
Johnson Wealth Inc. advisors in every city and state →Johnson Wealth Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Johnson Wealth Inc. advisors in other cities
Milwaukee, WI 37Madison, WI 11Racine, WI 5Green Bay, WI 4Janesville, WI 2Waukesha, WI 2Kenosha, WI 1
Other firms in Appleton
All Appleton advisors →Thrivent Investment Management Inc. 74Gateway Wealth Partners, LLC 43LPL Financial LLC 35Osaic Wealth, Inc. 23Wells Fargo Clearing Services, LLC 14Endowment Wealth Management, Inc. 12Ameriprise Financial Services, LLC 11Avaii Wealth Management, LLC 10Edward Jones 10Etf Model Solutions, LLC 10Cambridge Investment Research Advisors, Inc. 9McGlone Suttner Wealth Management, Inc. 8
Questions
How many financial advisors does Johnson Wealth Inc. have in Appleton?
6 investment adviser representatives are registered at Johnson Wealth Inc. offices in Appleton, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 68 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Johnson Wealth Inc. one of the largest advisor employers in Appleton?
Johnson Wealth Inc. ranks number 14 in Appleton by registered advisors; Thrivent Investment Management Inc. has the most, with 74.
How do I check a Johnson Wealth Inc. advisor in Appleton?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Johnson Wealth Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.