Alexander
Stemberger
Johnson Wealth Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Alexander Stemberger is a financial advisor operating in Milwaukee, Wisconsin who has 1 year of industry experience. Stemberger is currently employed by Johnson Wealth Inc. Over the course of their career, Stemberger has held roles at Saxes, Culvers Frozen Custard, The Legend At Brandybrook, Johnson Wealth Inc, Northland Securities, Full Time Student and Johnson Bank. Stemberger holds a Series 65 license, designating them as an investment advisor representative, and can serve investors in Wisconsin. Johnson Wealth Inc is an advisory firm operating out of Milwaukee, WI. The company has offices in 10 locations and a total of 109 advisors. It handles $8 billion in total assets across its 1,544 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises 25 charitable organizations. Of its 1,544 client accounts, 54% belong to high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees typically depend on the type of services offered. Fee types charged by Johnson Wealth Inc most likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Johnson Wealth Inc Brokerage Details
$7,746,236,885
109
1,544
$5,016,993
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Alexander Stemberger Work History
Alexander has been registered as a financial advisor for 1 years.*
Johnson Wealth Inc
Johnson Bank
Johnson Wealth Inc
Northland Securities
The Legend At Brandybrook
Culvers Frozen Custard
Saxes
Full Time Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Alexander Stemberger to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Johnson Wealth Inc
Madison, WI
Madison, WI
Green Bay, WI
Madison, WI
Milwaukee, WI
Appleton, WI
Green Bay, WI
Milwaukee, WI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
