John
Kemnitzer

Johnson Wealth Inc

CRD#4805700
Investment Advisor
in Milwaukee, WI

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About this Advisor

John Kemnitzer is a financial advisor who works in Milwaukee, Wisconsin with a total of 1 year of relevant experience. Kemnitzer is currently employed by Johnson Wealth Inc. The advisor has gained experience at Northern Trust Securities Inc and Johnson Wealth Inc. Kemnitzer holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Wisconsin. Johnson Wealth Inc is an advisory firm that has its headquarters in Milwaukee, WI. It has offices in 10 locations and a total of 109 financial advisors. It oversees $8 billion in assets among its 1,544 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides financial advice to 25 charities and foundations. 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. Johnson Wealth Inc has a broad assortment 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. Fees for financial management typically depend on the type of financial services. However, fee types charged by Johnson Wealth Inc can include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

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

John Kemnitzer Work History

John has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Johnson Wealth Inc

2012 - 2022 (10 years)

Northern Trust Securities Inc

*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 John Kemnitzer 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

Jeffrey Budzisz
Madison, WI
Timothy Foht
Madison, WI
Graham Kessel
Milwaukee, WI
Jonathan Henshue
Milwaukee, WI
Nicole Geniesse
Green Bay, WI
Claire Schleg
Milwaukee, WI
Julie Grosso
Madison, WI
Kyle George
Madison, 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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