JW
JOHNSON WEALTH INC.
SEC RegisteredMILWAUKEE, WIhttps://johnsonfinancialgroup.com414-291-4500
Assets Under Management
$5B–$25B
Employees
142
Office Locations
12 offices
Total Accounts
6701
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/Municipal
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 180 | $30M |
| High Net Worth Individuals | 2,058 | $3.9B |
| Charitable Organizations | 26 | $292M |
| State/Municipal Entities | 36 | — |
| Insurance Companies | 1 | — |
0 total clients reported on Form ADV.
Leadership
Michael Joseph Cleary
DIRECTOR AND PRESIDENT
Inc. Johnson Financial Group
DIRECT OWNER
Daniel Lee Kaminski
DIRECTOR AND EXECUTIVE VICE PRESIDENT - WEALTH
Mark C Behrens
DIRECTOR, CHIEF FINANCIAL OFFICER AND SECRETARY
Johnson Financial Group Voting Trust
SHAREHOLDER OF A AND B SHARES
Helen Johnson-Leipold
TRUSTEE
Office locations
12 offices in 1 state
WI
MILWAUKEEHQ
WI
MEQUON
WI
APPLETON
WI
GREEN BAY
WI
KENOSHA
WI
BROOKFIELD
WI
MADISON
WI
RACINE
WI
KENOSHA
WI
APPLETON
WI
JANESVILLE
WI
MADISON
Advisors at this firm
19 advisors in the directory
Ronald Charles Alberts
Investment Adviser Representative
Breton Almstedt
Investment Adviser Representative
Grace P Anderson
Investment Adviser Representative
Samuel Paul Anhalt
Investment Adviser Representative
Kathy Ann Ciszewski
Investment Adviser Representative
Anisa Dunn
Investment Adviser Representative
Nicole Ann Geniesse
Investment Adviser Representative
Annette Elizabeth Hellmer
Investment Adviser Representative
Graham Alan Kessel
Investment Adviser Representative
David Anthony McEvoy
Investment Adviser Representative
Allison Marie Moeschberger
Investment Adviser Representative
Arnold Helmut Presser
Investment Adviser Representative
Alex G Pudlo
Investment Adviser Representative
Anita Helen Resch
Investment Adviser Representative
Jacqueline Ruppel
Investment Adviser Representative
Brian Anthony Schaefer
Investment Adviser Representative
Brett Andrew Staaland
Investment Adviser Representative
Alexander John Stemberger
Investment Adviser Representative
Adam Philip Stern
Investment Adviser Representative
Regulatory & compliance
CRD number
#125557
SEC Number
801-61862
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee
| Asset tier | Annual rate |
|---|---|
| First $2,000,000 | 1.00% |
| Next $2,000,000 | 0.85% |
| Next $4,000,000 | 0.70% |
| On the Balance | 0.60% |
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
johnsonfinancialgroup.comPhone
414-291-4500Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. JOHNSON WEALTH INC. 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 the SEC or FINRA websites before making any decision.