Damir
Hadzalic

Johnson Wealth Inc

CRD#6980239
Investment Advisor
in Milwaukee, WI

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About this Advisor

Damir Hadzalic is a financial advisor operating out of Milwaukee, Wisconsin who has 5 years of industry experience. Hadzalic is on the advisory team at Johnson Wealth Inc. During their career, the advisor has held roles at Johnson Wealth Inc, Waukesha State Bank and Johnson Bank. Hadzalic maintains a Series 65 license, certifying them as an investment advisor representative, and is approved to advise clients in Wisconsin. Johnson Wealth Inc is an advisory company operating out of Milwaukee, WI. It has offices in 10 locations and a total of 109 people on staff. It oversees $8 billion in assets between its 1,544 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 25 charities and foundations. Of its 1,544 client accounts, 54% are held by high-net-worth individuals who have more than $1 million in assets. The business provides a diverse set 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. A financial advisor's fees usually depend on the type of services offered. However, fee types charged by Johnson Wealth Inc most likely include asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

5 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

555 East Wells Street Suite 1900
Milwaukee, WI 53202

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Johnson Wealth Inc Brokerage Details

Total Assets Under Management

$7,746,236,885

WI Average: $2,826,565,184
Total Number of Employees

109

WI Average: 43
Total Number of Accounts

1,544

WI Average: 1,898
Average Account Size

$5,016,993

WI Average: $1,489,234

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

Damir Hadzalic Work History

Damir has been registered as a financial advisor for 5 years.*

2022 - Present (2 years)

Johnson Bank

2018 - Present (6 years)

Johnson Wealth Inc

2003 - 2018 (15 years)

Waukesha State Bank

*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 Damir Hadzalic 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

Julie Grosso
Madison, WI
Jeffrey Budzisz
Madison, WI
Claire Schleg
Milwaukee, WI
John Kemnitzer
Milwaukee, WI
Edward Kindschi
Madison, WI
Patricia Chase
Green Bay, WI
Kyle Tripp
Appleton, WI
Dominic Ceci
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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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.

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