Brian
Andrew
Johnson Wealth Inc
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About this Advisor
Brian Andrew is a chartered financial analyst working in Milwaukee, Wisconsin who has 7 years of industry experience. Andrew is an employee of Johnson Wealth Inc. During their career, the advisor has held roles at Cleary Gull, Johnson Bank and Johnson Wealth Inc. Andrew maintains a Series 65 license, which qualifies them as an investment advisor representative, and is able to work in Wisconsin. Johnson Wealth Inc is an advisory company based out of Milwaukee, WI. The company has offices in 10 locations and a total of 109 advisors. It manages $8 billion in assets among its 1,544 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 25 charitable organizations. Of its 1,544 client accounts, 54% are held by high-net-worth investors who have more than $1 million in assets available to invest. The company performs a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees largely vary depending on the type of services offered. Fees billed by Johnson Wealth Inc most likely are comprised of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Brian Andrew Work History
Brian has been registered as a financial advisor for 7 years.*
Johnson Wealth Inc
Johnson Bank
Cleary Gull
*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 Brian Andrew 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
Madison, WI
Green Bay, WI
Milwaukee, WI
Green Bay, WI
Milwaukee, 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.
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