JW
JOHNSON WEALTH INC.
SEC RegisteredFinding a house is hard. Buying it shouldn't be
MILWAUKEE, WIhttps://johnsonfinancialgroup.com414-291-4500
Assets Under Management
$5B–$25B
Employees
142
Office Locations
12 offices
Total Accounts
6701
About the firm
Johnson Financial Group is a financial services firm offering personal, wealth, business, and commercial banking and investment services, including mortgage loans, wealth management, trust services, and retirement plan access.
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
Areas of expertise
Wealth ManagementTrust ServicesMortgage LoansRetirement PlansBusiness BankingInvestment Accounts
Services
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.
Who they serve
Personal, wealth, business, and commercial clients, including homebuyers, retirement plan participants, and business owners.
| 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
71 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
Joel Lynn Bailey
Investment Adviser Representative
Candice M Baker
Investment Adviser Representative
Broc Donavon Berge
Investment Adviser Representative
Eric - Bernal
Investment Adviser Representative
Jeffrey J Budzisz
Investment Adviser Representative
Susan Baran
Investment Adviser Representative
Kenneth Ray Bellinger Jr
Investment Adviser Representative
Nicholas Angelo Brunsch
Investment Adviser Representative
Michael Paul Cox
Investment Adviser Representative
Dominic Paul Ceci
Investment Adviser Representative
Sharon Christian
Investment Adviser Representative
Kathy Ann Ciszewski
Investment Adviser Representative
Justin D Dahl
Investment Adviser Representative
David Peter Dauchy
Investment Adviser Representative
Kent Dean Demien Jr
Investment Adviser Representative
Anisa Dunn
Investment Adviser Representative
Kelsey M. Ellsworth
Investment Adviser Representative
Nicole Marie Farbo
Investment Adviser Representative
Timothy John Foht
Investment Adviser Representative
Joseph Robert Guerin
Investment Adviser Representative
Nicole Ann Geniesse
Investment Adviser Representative
James Lloyd Grassl
Investment Adviser Representative
Julie S. Grosso
Investment Adviser Representative
Jonathan Henshue
Investment Adviser Representative
Jason Douglas Herried
Investment Adviser Representative
Maureen Coogan Holsen
Investment Adviser Representative
Damir Hadzalic
Investment Adviser Representative
Annette Elizabeth Hellmer
Investment Adviser Representative
Tyler Jensen
Investment Adviser Representative
John Conrad Keller
Investment Adviser Representative
John Robert Kemnitzer Mr
Investment Adviser Representative
Samantha P Kolb
Investment Adviser Representative
Graham Alan Kessel
Investment Adviser Representative
Ronald Edward Lehmann
Investment Adviser Representative
Karla K. Losey
Investment Adviser Representative
Justin Landreman
Investment Adviser Representative
Joseph Michael Maier
Investment Adviser Representative
Bradley David Mazola
Investment Adviser Representative
Grant Tanner Moll
Investment Adviser Representative
Robert Tyler Mosley
Investment Adviser Representative
Joseph Maestas
Investment Adviser Representative
David Anthony McEvoy
Investment Adviser Representative
Michael Kelly Miller
Investment Adviser Representative
Allison Marie Moeschberger
Investment Adviser Representative
Shane Thomas Olson
Investment Adviser Representative
Jeffrey Lawrence Pierce
Investment Adviser Representative
Arnold Helmut Presser
Investment Adviser Representative
Alex G Pudlo
Investment Adviser Representative
Steven Douglas Reuhl
Investment Adviser Representative
Noah James Recker
Investment Adviser Representative
Anita Helen Resch
Investment Adviser Representative
Scott Rescigno
Investment Adviser Representative
Jacqueline Ruppel
Investment Adviser Representative
Jill Marie Spielmann Carter
Investment Adviser Representative
Brian Anthony Schaefer
Investment Adviser Representative
Robert Schneider
Investment Adviser Representative
Bryant Shurn
Investment Adviser Representative
Brett Andrew Staaland
Investment Adviser Representative
Alexander John Stemberger
Investment Adviser Representative
Adam Philip Stern
Investment Adviser Representative
Kyle James Tripp
Investment Adviser Representative
Eric John Trousil
Investment Adviser Representative
Kevin Michael Tydrick
Investment Adviser Representative
Elizabeth Margaret Wedward
Investment Adviser Representative
Scott Lee Wisnewski
Investment Adviser Representative
Claire Renee Wordell
Investment Adviser Representative
Eric Stephen Zwicky
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.