Samantha
Kolb
Johnson Wealth Inc
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About this Advisor
Samantha Kolb is a financial advisor based in Appleton, Wisconsin, working with Johnson Wealth Inc. Samantha has previously held positions at The Appleton Group LLC, Fox Valley Dental, Valley Eye Associates, The Bridal Event, St Norbert College, State Of Wi Unemployment, Johnson Wealth Inc, and Johnson Bank. Samantha has passed the Series 65 regulatory exam and is registered to provide services in Wisconsin. Currently, Samantha is part of Johnson Wealth Inc, which operates out of Appleton, Wisconsin. The firm has 11 offices and 137 employees. The firm manages assets totaling $8.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Johnson Wealth Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Johnson Wealth Inc Brokerage Details
$8,435,966,964
137
2,516
$3,352,928
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
Samantha Kolb Work History
Johnson Wealth Inc
Johnson Bank
The Appleton Group LLC
State Of Wi Unemployment
Fox Valley Dental
Valley Eye Associates
The Bridal Event
St Norbert College
Disclosures
Please visit the SEC profile of Samantha Kolb 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
Green Bay, WI
Madison, WI
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Milwaukee, WI
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