AdFi
RE

Ronald Edward Lehmann

Investment Adviser Representative at Johnson Wealth Inc.

Milwaukee, WICRD #2842307Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
7 yrs
Exams Passed
3

Professional summary

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

Ronald Edward Lehmann is an investment adviser representative with Johnson Wealth Inc. in Milwaukee, WI, where they have been registered since 2024. They have worked in the securities industry since 2019 and were previously registered with Virchow Krause Wealth Management LLC. They have passed 3 industry qualification exams, including the Series 7 (general securities representative), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Wisconsin.

Office

555 East Wells Street, Suite 1900
Milwaukee, WI 53202

Advisors at this office: 37

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Wisconsin

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 10/9/1998
Series 7
General Securities Representative Examination
Passed 3/6/2000
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 10/8/1998

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Johnson Wealth Inc.Current
1/15/2024 – Milwaukee, WI
Virchow Krause Wealth Management LLC
10/10/2000 – 1/10/2005Madison, WI

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Johnson Bank
    Feb 2016 – no end date reportedMilwaukee, WI
  2. Johnson Wealth Inc
    Jan 2024 – 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
Firm's annual rate schedule by assets
  • 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.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers
Firm areas of expertise
Wealth ManagementTrust ServicesMortgage LoansRetirement PlansBusiness BankingInvestment Accounts

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/MunicipalOther Investment AdvisersCorporations

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 profile

Other advisors at Johnson Wealth Inc.

Showing 12 of 71 in the directory

View Johnson Wealth Inc. firm profile

Similar advisors in Milwaukee, WI

Other advisors whose filed branch office is in the same city.

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 Edward Lehmann 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.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched