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Ronald Charles Alberts Jr.

Investment Adviser Representative at JOHNSON WEALTH INC.

Milwaukee, WICRD #1574689Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
21 yrs
States Registered
2 states
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Ronald Charles Alberts has worked in the securities industry since 2005. They have passed the Series 6 examination. They are registered to provide investment advisory services in Texas and Wisconsin.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 2 states
TexasWisconsin
Examinations passed
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 1/30/1987

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $2,000,0001.00%
Next $2,000,0000.85%
Next $4,000,0000.70%
On the Balance0.60%
Source

Johnson Wealth Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

JOHNSON WEALTH INC.Current
10/2/2017Milwaukee, WI
ALBERTS INVESTMENT MANAGEMENT INC.
7/26/200512/19/2017Brookfield, WI

Official records & sources

Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Ronald Charles Alberts Jr. 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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Ronald Charles Alberts Jr. - Financial Advisor in Milwaukee, WI | AdvisorFinder