Merissa
Slowik
Johnson Wealth Inc
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About this Advisor
Merissa Slowik is a financial advisor operating out of Milwaukee, Wisconsin who has 1 year of industry experience. Slowik is currently employed by Johnson Wealth Inc. Slowik has gained experience at Full-Time Student, Ruffalo Noel Levitz, Kiefer Usa, Abercrombie & Fitch, Apollo Retail Specialists, Johnson Financial Group, Center For Students With Disabilities At Uw-Whitewater, Walt Disney World, Johnson Wealth Inc and Johnson Bank. Slowik holds a Series 65 license, designating them as an investment advisor representative, and is able to work in Wisconsin. Johnson Wealth Inc is a registered investment firm that has its headquarters in Milwaukee, WI. The investment advisory business has offices in 10 locations and a total of 109 employees. It has $8 billion in assets under management among its 1,544 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 25 charities and foundations. Of its 1,544 customer accounts, 54% are associated with high-net-worth individuals who have more than $1 million in investable assets. Johnson Wealth Inc provides 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 depend on which service is offered. However, fees charged by Johnson Wealth Inc most likely include some 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
Merissa Slowik Work History
Merissa has been registered as a financial advisor for 1 years.*
Johnson Wealth Inc
Johnson Bank
Walt Disney World
Johnson Financial Group
Center For Students With Disabilities At Uw-Whitewater
Ruffalo Noel Levitz
Kiefer Usa
Apollo Retail Specialists
Abercrombie & Fitch
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 Merissa Slowik 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
Green Bay, WI
Madison, WI
Milwaukee, WI
Milwaukee, WI
Green Bay, WI
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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