Maureen Coogan Holsen
Investment Adviser Representative at Johnson Wealth Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Maureen Coogan Holsen is an investment adviser representative with Johnson Wealth Inc. in Milwaukee, WI, where they have been registered since 2026. They have worked in the securities industry since 2007 and have been registered with 7 firms, including Northwestern Mutual Investment Services,llc and Avantax Advisory Services. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Wisconsin.
Office
Advisors at this office: 37
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Ehlers Investment Partners, LLCNov 2012 – Sep 2019Brookfield, WI
- Ellenbecker Investment GroupSep 2019 – Oct 2021Pewaukee, WI
- Avantax Investment Services Inc.Nov 2021 – May 2022Waukesha, WI
- Avantax Advisory ServicesNov 2021 – May 2022Waukesha, WI
- Avantax Insurance ServicesNov 2021 – May 2022Waukesha, WI
- R&R Wealth ManagementFeb 2022 – May 2022Waukesha, WI
- Northwestern Mutual Life Insurance CompanyJun 2022 – Dec 2023Milwaukee, WI
- Northwestern Mutual Investment Services LLCJul 2022 – Mar 2026Milwaukee, WI
- Jerod SpaethFeb 2024 – Mar 2026Milwaukee, WI
- Jerod SpaethDec 2023 – Feb 2024Milwaukee, WI
- Johnson Wealth IncMay 2026 – no end date reportedMilwaukee, WI
- Johnson BankMay 2026 – no end date reportedMilwaukee, WI
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Johnson Wealth Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- First $2,000,0001.00%
- Next $2,000,0000.85%
- Next $4,000,0000.70%
- On the Balance0.60%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Mortgage loans, wealth management and trust, retirement plan access, business banking, credit cards, and investment account access through platforms including LPL, Schwab, and JFG NetXInvestor.
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 71
- Offices listed on AdvisorFinder:
- 12
- Main office:
- Milwaukee, WI
- SEC file number:
- 801-61862
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 27, 2026
View full firm profileOther advisors at Johnson Wealth Inc.
Showing 12 of 71 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Maureen Coogan Holsen has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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