Timothy
Kiesling
Johnson Wealth Inc
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About this Advisor
Timothy Kiesling is a chartered financial consultant working out of Milwaukee, Wisconsin with 1 year of industry experience. Kiesling is an employee of Johnson Wealth Inc. Over the course of their career, Kiesling has held roles at Johnson Bank, Kiesling Financial, LLC, Woodbury Financial Services Inc, Choice Advisors, Focused Tax Solutions, Securities Service Network, Blueprint Wealth Management, LLC, Thrivent Financial and Johnson Wealth Inc. Kiesling maintains a Series 63 license, qualifying them as a securities broker, and is registered to advise clients in Wisconsin. Johnson Wealth Inc is a registered investment business based in Milwaukee, WI. The firm has offices in 10 locations and a total of 109 employees. It oversees $8 billion in assets under management across its 1,544 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides services to 25 charities and foundations. Of its 1,544 accounts, 54% belong to high-net-worth clients who have greater than $1 million in investable assets. The business provides a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors vary depending on the type of services provided. Fees billed by Johnson Wealth Inc likely include 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
Timothy Kiesling Work History
Timothy has been registered as a financial advisor for 1 years.*
Johnson Bank
Johnson Wealth Inc
Thrivent Financial
Blueprint Wealth Management, LLC
Choice Advisors
Focused Tax Solutions
Securities Service Network
Woodbury Financial Services Inc
Kiesling Financial, LLC
*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 Timothy Kiesling 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
Milwaukee, WI
Milwaukee, WI
Appleton, WI
Madison, WI
Madison, WI
Milwaukee, 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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