Daniel
Wilson
Johnson Wealth Inc
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About this Advisor
Daniel Wilson is a certified financial planner working out of Madison, Wisconsin with a total of 1 year of industry experience. Wilson is an advisor for Johnson Wealth Inc. Wilson has gained experience at Cedarpoint Investment Advisors, Midlamd States Bank, Raymond James Financial Services Advisors, Inc, Johnson Bank, Johnson Wealth Inc and Raymond James Financial Services, Inc. Wilson has Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Wisconsin. Johnson Wealth Inc is a financial advisory business based in Milwaukee, WI. The company has offices in 10 locations and a total of 109 people on staff. It administers $8 billion in assets under management between its 1,544 customer accounts, making it one of the largest firms in the country by assets under management. The firm provides services to 25 charities and foundations. Of its 1,544 customer accounts, 54% belong to high-net-worth investors who have more than $1 million in assets available to invest. The company offers 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. A financial advisor's fee schedules usually vary depending on the type of financial services provided. Fee types charged by Johnson Wealth Inc can be comprised 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
Daniel Wilson Work History
Daniel has been registered as a financial advisor for 1 years.*
Johnson Bank
Johnson Wealth Inc
Midlamd States Bank
Raymond James Financial Services Advisors, Inc
Raymond James Financial Services, Inc
Cedarpoint Investment Advisors
*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 Daniel Wilson 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
Appleton, WI
Milwaukee, WI
Milwaukee, WI
Green Bay, WI
Madison, WI
Milwaukee, WI
Madison, 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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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.
