JOHNSON WEALTH INC.
CRD #125557 SEC #801-61862 MILWAUKEE, WI 414-291-4500
SEC Registered
Total AUM
$9.1B
Discretionary
$7.4B
Employees
132
Clients
--
Accounts
6,888
Firm Details
- Organization Type
- Corporation
- State of Formation
- Wisconsin
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 21, 2025
- Branch Offices
- 9
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ANDREW, BRIAN, KEITH | I | CHIEF INVESTMENT OFFICER | NA | |
| ANDREW, BRIAN, KEITH | I | CHIEF INVESTMENT OFFICER | NA | |
| ANDREW, BRIAN, KEITH | I | CHIEF INVESTMENT OFFICER | NA | |
| ANDREW, BRIAN, KEITH | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | NA | |
| ANDREW, BRIAN, KEITH | I | CHIEF INVESTMENT OFFICER | NA | |
| ANDREW, BRIAN, KEITH | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | NA | |
| ANDREW, BRIAN, KEITH | I | CHIEF INVESTMENT OFFICER | NA | |
| ANDREW, BRIAN, KEITH | I | CHIEF INVESTMENT OFFICER | NA | |
| ANDREW, BRIAN, KEITH | I | CHIEF INVESTMENT OFFICER | NA | |
| ANDREW, BRIAN, KEITH | I | CHIEF INVESTMENT OFFICER | NA | |
| ANDREW, BRIAN, KEITH | I | CHIEF INVESTMENT OFFICER | NA | |
| ANDREW, BRIAN, KEITH | I | CHIEF INVESTMENT OFFICER | NA | |
| ANDREW, BRIAN, KEITH | I | CHIEF INVESTMENT OFFICER | NA | |
| ANDREW, BRIAN, KEITH | I | CHIEF INVESTMENT OFFICER | NA | |
| ANDREW, BRIAN, KEITH | I | CHIEF INVESTMENT OFFICER | NA | |
| ANDREW, BRIAN, KEITH | I | CHIEF INVESTMENT OFFICER | NA | |
| ANDREW, BRIAN, KEITH | I | DIRECTOR, EXECUTIVE VICE PRESIDENT - WEALTH, CHIEF INVESTMENT OFFICER | NA | Control |
| ANDREW, BRIAN, KEITH | I | CHIEF INVESTMENT OFFICER | NA | |
| ANDREW, BRIAN, KEITH | I | DIRECTOR, PRESIDENT, EXECUTIVE VICE PRESIDENT - WEALTH, CHIEF INVESTMENT OFFICER | NA | Control |
| ANDREW, BRIAN, KEITH | I | DIRECTOR, PRESIDENT, EXECUTIVE VICE PRESIDENT - WEALTH, CHIEF INVESTMENT OFFICER | NA | Control |
| ANDREW, BRIAN, KEITH | I | DIRECTOR, PRESIDENT, EXECUTIVE VICE PRESIDENT - WEALTH, CHIEF INVESTMENT OFFICER | NA | Control |
| ANDREW, BRIAN, KEITH | I | DIRECTOR, PRESIDENT, EXECUTIVE VICE PRESIDENT - WEALTH, CHIEF INVESTMENT OFFICER | NA | Control |
| ANDREW, BRIAN, KEITH | I | DIRECTOR, PRESIDENT, EXECUTIVE VICE PRESIDENT - WEALTH, CHIEF INVESTMENT OFFICER | NA | Control |
| ANDREW, BRIAN, KEITH | I | DIRECTOR, PRESIDENT, EXECUTIVE VICE PRESIDENT - WEALTH, CHIEF INVESTMENT OFFICER | NA | Control |
| ANDREW, BRIAN, KEITH | I | DIRECTOR, PRESIDENT, EXECUTIVE VICE PRESIDENT - WEALTH, CHIEF INVESTMENT OFFICER | NA | Control |
| ANDREW, BRIAN, KEITH | I | DIRECTOR, PRESIDENT, EXECUTIVE VICE PRESIDENT - WEALTH, CHIEF INVESTMENT OFFICER | NA | Control |
| ANDREW, BRIAN, KEITH | I | DIRECTOR, PRESIDENT, EXECUTIVE VICE PRESIDENT - WEALTH, CHIEF INVESTMENT OFFICER | NA | Control |
| ANDREW, BRIAN, KEITH | I | DIRECTOR, PRESIDENT, EXECUTIVE VICE PRESIDENT - WEALTH, CHIEF INVESTMENT OFFICER | NA | Control |
| ANDREW, BRIAN, KEITH | I | DIRECTOR, PRESIDENT, EXECUTIVE VICE PRESIDENT - WEALTH, CHIEF INVESTMENT OFFICER | NA | Control |
| BEHRENS, MARK, C | I | CHIEF FINANCIAL OFFICER AND SECRETARY | NA | Control |
| BEHRENS, MARK, C | I | CHIEF FINANCIAL OFFICER AND SECRETARY | NA | Control |
| BEHRENS, MARK, C | I | CHIEF FINANCIAL OFFICER AND SECRETARY | NA | Control |
| BEHRENS, MARK, C | I | DIRECTOR, CHIEF FINANCIAL OFFICER AND SECRETARY | NA | Control |
| BEHRENS, MARK, C | I | DIRECTOR, CHIEF FINANCIAL OFFICER AND SECRETARY | NA | Control |
| BEHRENS, MARK, C | I | DIRECTOR, CHIEF FINANCIAL OFFICER AND SECRETARY | NA | Control |
| BEHRENS, MARK, C | I | DIRECTOR, CHIEF FINANCIAL OFFICER AND SECRETARY | NA | Control |
| BEHRENS, MARK, C | I | DIRECTOR, CHIEF FINANCIAL OFFICER AND SECRETARY | NA | Control |
| BEHRENS, MARK, C | I | DIRECTOR, CHIEF FINANCIAL OFFICER AND SECRETARY | NA | Control |
| BEHRENS, MARK, C | I | DIRECTOR, CHIEF FINANCIAL OFFICER AND SECRETARY | NA | Control |
| BEHRENS, MARK, C | I | DIRECTOR, CHIEF FINANCIAL OFFICER AND SECRETARY | NA | Control |
| BEHRENS, MARK, C | I | DIRECTOR, CHIEF FINANCIAL OFFICER AND SECRETARY | NA | Control |
| BEHRENS, MARK, C | I | DIRECTOR, CHIEF FINANCIAL OFFICER AND SECRETARY | NA | Control |
| BEHRENS, MARK, C | I | DIRECTOR, CHIEF FINANCIAL OFFICER AND SECRETARY | NA | Control |
| BEHRENS, MARK, C | I | DIRECTOR, CHIEF FINANCIAL OFFICER AND SECRETARY | NA | Control |
| BEHRENS, MARK, C | I | DIRECTOR, CHIEF FINANCIAL OFFICER AND SECRETARY | NA | Control |
| BEHRENS, MARK, C | I | DIRECTOR, CHIEF FINANCIAL OFFICER AND SECRETARY | NA | Control |
| BEHRENS, MARK, C | I | DIRECTOR, CHIEF FINANCIAL OFFICER AND SECRETARY | NA | Control |
| BEHRENS, MARK, C | I | DIRECTOR, CHIEF FINANCIAL OFFICER AND SECRETARY | NA | Control |
| BEHRENS, MARK, C | I | DIRECTOR, CHIEF FINANCIAL OFFICER AND SECRETARY | NA | Control |
| BEHRENS, MARK, C | I | DIRECTOR, CHIEF FINANCIAL OFFICER AND SECRETARY | NA | Control |
| BEHRENS, MARK, C | I | DIRECTOR, CHIEF FINANCIAL OFFICER AND SECRETARY | NA | Control |
| BEHRENS, MARK, C | I | DIRECTOR, CHIEF FINANCIAL OFFICER AND SECRETARY | NA | Control |
| BEHRENS, MARK, C | I | DIRECTOR, CHIEF FINANCIAL OFFICER AND SECRETARY | NA | Control |
| BEHRENS, MARK, C | I | DIRECTOR, CHIEF FINANCIAL OFFICER AND SECRETARY | NA | Control |
| BEHRENS, MARK, C | I | DIRECTOR, CHIEF FINANCIAL OFFICER AND SECRETARY | NA | Control |
| BEHRENS, MARK, C | I | DIRECTOR | NA | |
| BELLMER, ADAM, STEVEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| BELLMER, ADAM, STEVEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| BELLMER, ADAM, STEVEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| BELLMER, ADAM, STEVEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| BELLMER, ADAM, STEVEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| BELLMER, ADAM, STEVEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| BELLMER, ADAM, STEVEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| BELLMER, ADAM, STEVEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| BELLMER, ADAM, STEVEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| BELLMER, ADAM, STEVEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| BELLMER, ADAM, STEVEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| BELLMER, ADAM, STEVEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| BELLMER, ADAM, STEVEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| BELLMER, ADAM, STEVEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| BELLMER, ADAM, STEVEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| BELLMER, ADAM, STEVEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| BELLMER, ADAM, STEVEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| BELLMER, ADAM, STEVEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| BELLMER, ADAM, STEVEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| BLONSKI, JEFF | I | DIRECTOR, CHIEF FINANCIAL OFFICER | NA | |
| BRAUN, WILLIAM, H | I | CHIEF FINANCIAL OFFICER & COMPLIANCE OFFICER | NA | |
| BRAUN, WILLIAM, H. | I | CHIEF COMPLIANCE OFFICER | NA | |
| BRAUN, WILLIAM, H. | I | CHIEF COMPLIANCE OFFICER | NA | |
| BRAUN, WILLIAM, HUGH | I | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | NA | |
| BRAUN, WILLIAM, HUGH | I | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | NA | |
| BRAUN, WILLIAM, HUGH | I | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | NA | |
| BRAUN, WILLIAM, HUGH | I | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | NA | |
| BRAUN, WILLIAM, HUGH | I | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | NA | |
| BRAUN, WILLIAM, HUGH | I | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | NA | |
| BRAUN, WILLIAM, HUGH | I | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | NA | |
| BRAUN, WILLIAM, HUGH | I | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | NA | |
| BRAUN, WILLIAM, HUGH | I | CHIEF FINANCIAL OFFICER & COMPLIANCE OFFICER | NA | |
| BRAUN, WILLIAM, HUGH | I | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | NA | |
| BRAUN, WILLIAM, HUGH | I | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | NA | |
| BRAUN, WILLIAM, HUGH | I | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | NA | |
| BRAUN, WILLIAM, HUGH | I | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | NA | |
| BRAUN, WILLIAM, HUGH | I | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | NA | |
| BRAUN, WILLIAM, HUGH | I | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | NA | |
| BRAUN, WILLIAM, HUGH | I | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | NA | |
| BRAUN, WILLIAM, HUGH | I | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | NA | |
| BRAUN, WILLIAM, HUGH | I | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | NA | |
| BRUNNER, DANIEL, J. | I | VICE PRESIDENT - FINANCE | NA | |
| BRUNNER, DANIEL, J. | I | VICE PRESIDENT - FINANCE | NA | |
| BRUNNER, DANIEL, J. | I | VICE PRESIDENT - FINANCE | NA | |
| BRUNNER, DANIEL, J. | I | VICE PRESIDENT - FINANCE | NA | |
| BRUNNER, DANIEL, J. | I | VICE PRESIDENT - FINANCE | NA | |
| BRUNNER, DANIEL, J. | I | VICE PRESIDENT - FINANCE | NA | |
| BRUNNER, DANIEL, J. | I | VICE PRESIDENT - FINANCE | NA | |
| BRUNNER, DANIEL, J. | I | VICE PRESIDENT - FINANCE | NA | |
| BRUNNER, DANIEL, J. | I | VICE PRESIDENT - FINANCE | NA | |
| BRUNNER, DANIEL, J. | I | VICE PRESIDENT - FINANCE | NA | |
| BRUNNER, DANIEL, J. | I | VICE PRESIDENT - FINANCE | NA | |
| BRUNNER, DANIEL, J. | I | VICE PRESIDENT - FINANCE | NA | |
| BRUNNER, DANIEL, J. | I | VICE PRESIDENT - FINANCE | NA | |
| BRUNNER, DANIEL, J. | I | VICE PRESIDENT - FINANCE | NA | |
| BRUNNER, DANIEL, J. | I | VICE PRESIDENT - FINANCE | NA | |
| BRUNNER, DANIEL, J. | I | VICE PRESIDENT - FINANCE | NA | |
| BRUNNER, DANIEL, J. | I | SENIOR VICE PRESIDENT - FINANCE | NA | |
| BRUNNER, DANIEL, J. | I | SENIOR VICE PRESIDENT - FINANCE | NA | |
| CARPENTER, CHRISTOPHER, MICHAEL | I | CHIEF OPERATING OFFICER | NA | |
| CARPENTER, CHRISTOPHER, MICHAEL | I | CHIEF OPERATING OFFICER | NA | |
| CARPENTER, CHRISTOPHER, MICHAEL | I | CHIEF OPERATING OFFICER | NA | |
| CARPENTER, CHRISTOPHER, MICHAEL | I | CHIEF OPERATING OFFICER | NA | |
| CARPENTER, CHRISTOPHER, MICHAEL | I | CHIEF OPERATING OFFICER | NA | |
| CARPENTER, CHRISTOPHER, MICHAEL | I | CHIEF OPERATING OFFICER | NA | |
| CARPENTER, CHRISTOPHER, MICHAEL | I | CHIEF OPERATING OFFICER | NA | |
| CHEDID, STEPHANIE, ANNE | I | PRESIDENT AND DIRECTOR | NA | Control |
| CHEDID, STEPHANIE, ANNE | I | PRESIDENT AND DIRECTOR | NA | Control |
| CHEDID, STEPHANIE, ANNE | I | PRESIDENT AND DIRECTOR | NA | Control |
| CHEDID, STEPHANIE, ANNE | I | PRESIDENT AND DIRECTOR | NA | Control |
| CHEDID, STEPHANIE, ANNE | I | SENIOR VICE PRESIDENT AND DIRECTOR | NA | Control |
| CHEDID, STEPHANIE, ANNE | I | PRESIDENT AND DIRECTOR | NA | Control |
| CHEDID, STEPHANIE, ANNE | I | PRESIDENT AND DIRECTOR | NA | Control |
| CHEDID, STEPHANIE, ANNE | I | PRESIDENT AND DIRECTOR | NA | Control |
| CHEDID, STEPHANIE, ANNE | I | PRESIDENT AND DIRECTOR | NA | Control |
| CHEDID, STEPHANIE, ANNE | I | PRESIDENT AND DIRECTOR | NA | Control |
| CLEARY, MICHAEL, JOSEPH | I | DIRECTOR | NA | Control |
| CLEARY, MICHAEL, JOSEPH | I | DIRECTOR | NA | Control |
| CLEARY, MICHAEL, JOSEPH | I | DIRECTOR | NA | Control |
| CLEARY, MICHAEL, JOSEPH | I | DIRECTOR | NA | Control |
| CLEARY, MICHAEL, JOSEPH | I | DIRECTOR | NA | Control |
| CLEARY, MICHAEL, JOSEPH | I | DIRECTOR | NA | Control |
| CLEARY, MICHAEL, JOSEPH | I | DIRECTOR | NA | Control |
| CLEARY, MICHAEL, JOSEPH | I | DIRECTOR | NA | Control |
| CLEARY, MICHAEL, JOSEPH | I | DIRECTOR | NA | Control |
| CLEARY, MICHAEL, JOSEPH | I | DIRECTOR | NA | Control |
| CLEARY, MICHAEL, JOSEPH | I | DIRECTOR AND CHIEF EXECUTIVE OFFICER | NA | Control |
| CLEARY, MICHAEL, JOSEPH | I | DIRECTOR | NA | Control |
| CLEARY, MICHAEL, JOSEPH | I | DIRECTOR | NA | Control |
| CLEARY, MICHAEL, JOSEPH | I | DIRECTOR | NA | Control |
| CLEARY, MICHAEL, JOSEPH | I | DIRECTOR | NA | Control |
| CLEARY, MICHAEL, JOSEPH | I | DIRECTOR | NA | Control |
| CLEARY, MICHAEL, JOSEPH | I | DIRECTOR | NA | Control |
| CLEARY, MICHAEL, JOSEPH | I | DIRECTOR AND CHIEF EXECUTIVE OFFICER | NA | Control |
| CLEARY, MICHAEL, JOSEPH | I | DIRECTOR AND PRESIDENT | NA | Control |
| CLEARY, MICHAEL, JOSEPH | I | DIRECTOR AND PRESIDENT | NA | Control |
| CLEARY, MICHAEL, JOSEPH | I | DIRECTOR AND CHIEF EXECUTIVE OFFICER | NA | Control |
| CLEARY, MICHAEL, JOSEPH | I | DIRECTOR AND PRESIDENT | NA | Control |
| CLEARY, MICHAEL, JOSEPH | I | DIRECTOR AND PRESIDENT | NA | Control |
| CLEARY, MICHAEL, JOSEPH | I | DIRECTOR AND PRESIDENT | NA | Control |
| CLEARY, MICHAEL, JOSEPH | I | DIRECTOR AND PRESIDENT | NA | Control |
| CLEARY, MICHAEL, JOSEPH | I | DIRECTOR AND PRESIDENT | NA | Control |
| CLEARY, MICHAEL, JOSEPH | I | DIRECTOR AND PRESIDENT | NA | Control |
| CLEARY, MICHAEL, JOSEPH | I | DIRECTOR AND PRESIDENT | NA | Control |
| CLEARY, MICHAEL, JOSEPH | I | DIRECTOR AND PRESIDENT | NA | Control |
| CLEARY, MICHAEL, JOSEPH | I | DIRECTOR AND EXECUTIVE VICE PRESIDENT | NA | Control |
| CLEARY, MICHAEL, JOSEPH | I | DIRECTOR AND EXECUTIVE VICE PRESIDENT | NA | Control |
| CLEARY, MICHAEL, JOSEPH | I | DIRECTOR AND EXECUTIVE VICE PRESIDENT | NA | Control |
| Ceci, Dominic, Paul | I | CHIEF INVESTMENT OFFICER | NA | |
| Ceci, Dominic, Paul | I | CHIEF INVESTMENT OFFICER | NA | |
| Ceci, Dominic, Paul | I | CHIEF INVESTMENT OFFICER | NA | |
| Ceci, Dominic, Paul | I | CHIEF INVESTMENT OFFICER | NA | |
| Ceci, Dominic, Paul | I | CHIEF INVESTMENT OFFICER | NA | |
| Ceci, Dominic, Paul | I | CHIEF INVESTMENT OFFICER | NA | |
| KAMINSKI, DANIEL, LEE | I | DIRECTOR AND EXECUTIVE VICE PRESIDENT - WEALTH | NA | Control |
| KAMINSKI, DANIEL, LEE | I | DIRECTOR AND EXECUTIVE VICE PRESIDENT - WEALTH | NA | Control |
| KAMINSKI, DANIEL, LEE | I | DIRECTOR AND EXECUTIVE VICE PRESIDENT - WEALTH | NA | Control |
| KAMINSKI, DANIEL, LEE | I | DIRECTOR AND EXECUTIVE VICE PRESIDENT - WEALTH | NA | Control |
| KAMINSKI, DANIEL, LEE | I | DIRECTOR AND EXECUTIVE VICE PRESIDENT - WEALTH | NA | Control |
| KAMINSKI, DANIEL, LEE | I | DIRECTOR AND EXECUTIVE VICE PRESIDENT - WEALTH | NA | Control |
| KAMINSKI, DANIEL, LEE | I | DIRECTOR AND EXECUTIVE VICE PRESIDENT - WEALTH | NA | Control |
| KAMINSKI, DANIEL, LEE | I | DIRECTOR AND EXECUTIVE VICE PRESIDENT - WEALTH | NA | Control |
| KAMINSKI, DANIEL, LEE | I | DIRECTOR AND EXECUTIVE VICE PRESIDENT - WEALTH | NA | Control |
| LEHMANN, RONALD, EDWARD | I | SVP CHIEF ADMINISTRATIVE OFFICER | NA | |
| LEHMANN, RONALD, EDWARD | I | SVP CHIEF ADMINISTRATIVE OFFICER | NA | |
| LEHMANN, RONALD, EDWARD | I | CHIEF ADMINISTRATIVE OFFICER | NA | |
| LEHMANN, RONALD, EDWARD | I | CHIEF ADMINISTRATIVE OFFICER | NA | |
| NAIDL, WADE, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| NAIDL, WADE, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| NAIDL, WADE, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| NAIDL, WADE, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| NAIDL, WADE, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| NAIDL, WADE, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| NAIDL, WADE, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| OSTER, MAUREEN, BUSBY | I | PRESIDENT, CHIEF INVESTMENT OFFICER AND DIRECTOR | NA | Control |
| OSTER, MAUREEN, BUSBY | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER AND DIRECTOR | NA | Control |
| OSTER, MAUREEN, BUSBY | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER AND DIRECTOR | NA | Control |
| OSTER, MAUREEN, BUSBY | I | CHIEF INVESTMENT OFFICER AND DIRECTOR | NA | Control |
| OSTER, MAUREEN, BUSBY | I | PRESIDENT, CHIEF INVESTMENT OFFICER AND DIRECTOR | NA | Control |
| OSTER, MAUREEN, BUSBY | I | PRESIDENT, CHIEF INVESTMENT OFFICER AND DIRECTOR | NA | Control |
| PAVLIK, BENJAMIN, THOMAS | I | LEGAL COUNSEL AND ASSISTANT SECRETARY | NA | |
| PAVLIK, BENJAMIN, THOMAS | I | LEGAL COUNSEL AND ASSISTANT SECRETARY | NA | |
| PAVLIK, BENJAMIN, THOMAS | I | LEGAL COUNSEL AND ASSISTANT SECRETARY | NA | |
| PAVLIK, BENJAMIN, THOMAS | I | LEGAL COUNSEL AND ASSISTANT SECRETARY | NA | |
| PAVLIK, BENJAMIN, THOMAS | I | LEGAL COUNSEL AND ASSISTANT SECRETARY | NA | |
| PAVLIK, BENJAMIN, THOMAS | I | LEGAL COUNSEL AND ASSISTANT SECRETARY | NA | |
| PAVLIK, BENJAMIN, THOMAS | I | LEGAL COUNSEL AND ASSISTANT SECRETARY | NA | |
| PAVLIK, BENJAMIN, THOMAS | I | LEGAL COUNSEL AND ASSISTANT SECRETARY | NA | |
| PAVLIK, BENJAMIN, THOMAS | I | LEGAL COUNSEL AND ASSISTANT SECRETARY | NA | |
| PAVLIK, BENJAMIN, THOMAS | I | LEGAL COUNSEL AND ASSISTANT SECRETARY | NA | |
| PAVLIK, BENJAMIN, THOMAS | I | LEGAL COUNSEL AND ASSISTANT SECRETARY | NA | |
| PAVLIK, BENJAMIN, THOMAS | I | LEGAL COUNSEL AND ASSISTANT SECRETARY | NA | |
| PAVLIK, BENJAMIN, THOMAS | I | LEGAL COUNSEL AND ASSISTANT SECRETARY | NA | |
| PAVLIK, BENJAMIN, THOMAS | I | DIRECTOR, LEGAL COUNSEL AND ASSISTANT SECRETARY | NA | |
| PAVLIK, BENJAMIN, THOMAS | I | DIRECTOR, LEGAL COUNSEL AND ASSISTANT SECRETARY | NA | |
| PAVLIK, BENJAMIN, THOMAS | I | DIRECTOR, LEGAL COUNSEL AND ASSISTANT SECRETARY | NA | |
| PAVLIK, BENJAMIN, THOMAS | I | DIRECTOR, LEGAL COUNSEL AND ASSISTANT SECRETARY | NA | |
| PAVLIK, BENJAMIN, THOMAS | I | DIRECTOR, LEGAL COUNSEL AND ASSISTANT SECRETARY | NA | |
| PAVLIK, BENJAMIN, THOMAS | I | DIRECTOR, LEGAL COUNSEL AND ASSISTANT SECRETARY | NA | |
| PAVLIK, BENJAMIN, THOMAS | I | DIRECTOR, LEGAL COUNSEL AND ASSISTANT SECRETARY | NA | |
| PAVLIK, BENJAMIN, THOMAS | I | DIRECTOR, LEGAL COUNSEL AND ASSISTANT SECRETARY | NA | |
| PAVLIK, BENJAMIN, THOMAS | I | DIRECTOR, LEGAL COUNSEL AND ASSISTANT SECRETARY | NA | |
| PAVLIK, BENJAMIN, THOMAS | I | DIRECTOR, LEGAL COUNSEL AND ASSISTANT SECRETARY | NA | |
| PAVLIK, BENJAMIN, THOMAS | I | DIRECTOR, LEGAL COUNSEL AND ASSISTANT SECRETARY | NA | |
| PAVLIK, BENJAMIN, THOMAS | I | DIRECTOR, LEGAL COUNSEL AND ASSISTANT SECRETARY | NA | |
| PAVLIK, BENJAMIN, THOMAS | I | DIRECTOR, LEGAL COUNSEL AND ASSISTANT SECRETARY | NA | |
| PAVLIK, BENJAMIN, THOMAS | I | DIRECTOR, LEGAL COUNSEL AND SECRETARY | NA | |
| PAVLIK, BENJAMIN, THOMAS | I | DIRECTOR, LEGAL COUNSEL AND SECRETARY | NA | |
| PETERSON, JOHN, REUBEN | I | DIRECTOR | NA | Control |
| PETERSON, JOHN, REUBEN | I | DIRECTOR | NA | Control |
| PETERSON, JOHN, REUBEN | I | DIRECTOR | NA | Control |
| PETERSON, JOHN, REUBEN | I | DIRECTOR | NA | Control |
| PETERSON, JOHN, REUBEN | I | VP, SECRETARY AND DIRECTOR | NA | Control |
| PETERSON, JOHN, REUBEN | I | VP, SECRETARY AND DIRECTOR | NA | Control |
| PETERSON, JOHN, REUBEN | I | DIRECTOR | NA | Control |
| PETERSON, JOHN, REUBEN | I | DIRECTOR | NA | Control |
| PETERSON, JOHN, REUBEN | I | VP, SECRETARY AND DIRECTOR | NA | Control |
| PETERSON, JOHN, REUBEN | I | VP, SECRETARY AND DIRECTOR | NA | Control |
| PETERSON, JOHN, REUBEN | I | DIRECTOR | NA | Control |
| PETERSON, JOHN, REUBEN | I | DIRECTOR | NA | Control |
| PETERSON, JOHN, REUBEN | I | DIRECTOR | NA | Control |
| PETERSON, JOHN, REUBEN | I | DIRECTOR | NA | Control |
| PETERSON, JOHN, REUBEN | I | DIRECTOR | NA | Control |
| PETERSON, JOHN, REUBEN | I | DIRECTOR | NA | Control |
| PETERSON, JOHN, REUBEN | I | DIRECTOR | NA | Control |
| PETERSON, JOHN, REUBEN | I | DIRECTOR | NA | Control |
| PETERSON, JOHN, REUBEN | I | DIRECTOR | NA | Control |
| PIERCE, JEFFREY, LAWRENCE | I | DIRECTOR, PRESIDENT, EXECUTIVE VICE PRESIDENT - WEALTH | NA | Control |
| PIERCE, JEFFREY, LAWRENCE | I | DIRECTOR, PRESIDENT, EXECUTIVE VICE PRESIDENT - WEALTH | NA | Control |
| Schoenborn, Eva, Marie | I | EVP PRESIDENT | NA | Control |
| WARNER, ROBERT, LESLIE | I | EXECUTIVE VICE PRESIDENT AND OFFICER | NA | |
| WARNER, ROBERT, LESLIE | I | EXECUTIVE VICE PRESIDENT AND OFFICER | NA | |
| WARNER, ROBERT, LESLIE | I | EXECUTIVE VICE PRESIDENT AND OFFICER | NA | |
| WARNER, ROBERT, LESLIE | I | EXECUTIVE VICE PRESIDENT AND OFFICER | NA | |
| WARNER, ROBERT, LESLIE | I | EXECUTIVE VICE PRESIDENT AND OFFICER | NA | |
| WARNER, ROBERT, LESLIE | I | EXECUTIVE VICE PRESIDENT AND OFFICER | NA | |
| WARNER, ROBERT, LESLIE | I | EXECUTIVE VICE PRESIDENT AND OFFICER | NA | |
| WARNER, ROBERT, LESLIE | I | EXECUTIVE VICE PRESIDENT AND OFFICER | NA | |
| WARNER, ROBERT, LESLIE | I | EXECUTIVE VICE PRESIDENT AND OFFICER | NA | |
| WARNER, ROBERT, LESLIE | I | EXECUTIVE VICE PRESIDENT AND OFFICER | NA | |
| WARNER, ROBERT, LESLIE | I | EXECUTIVE VICE PRESIDENT AND OFFICER | NA | |
| WARNER, ROBERT, LESLIE | I | EXECUTIVE VICE PRESIDENT AND OFFICER | NA | |
| WARNER, ROBERT, LESLIE | I | EXECUTIVE VICE PRESIDENT AND OFFICER | NA | |
| WARNER, ROBERT, LESLIE | I | EXECUTIVE VICE PRESIDENT AND OFFICER | NA | |
| WARNER, ROBERT, LESLIE | I | EXECUTIVE VICE PRESIDENT AND OFFICER | NA | |
| WILSON, RICHARD, JOHN | I | VICE PRESIDENT - FINANCIAL ANALYST | NA | |
| CLEARY GULL HOLDINGS,INC. | DE | DIRECT OWNER | E | Control |
| CLEARY GULL HOLDINGS,INC. | DE | DIRECT OWNER | E | Control |
| CLEARY GULL HOLDINGS,INC. | DE | DIRECT OWNER | E | Control |
| CLEARY GULL HOLDINGS,INC. | DE | DIRECT OWNER | E | Control |
| CLEARY GULL HOLDINGS,INC. | DE | DIRECT OWNER | E | Control |
| CLEARY GULL HOLDINGS,INC. | DE | DIRECT OWNER | E | Control |
| CLEARY GULL HOLDINGS,INC. | DE | DIRECT OWNER | E | Control |
| CLEARY GULL HOLDINGS,INC. | DE | DIRECT OWNER | E | Control |
| CLEARY GULL HOLDINGS,INC. | DE | DIRECT OWNER | E | Control |
| CLEARY GULL HOLDINGS,INC. | DE | DIRECT OWNER | E | Control |
| CLEARY GULL HOLDINGS,INC. | DE | DIRECT OWNER | E | Control |
| CLEARY GULL HOLDINGS,INC. | DE | DIRECT OWNER | E | Control |
| CLEARY GULL HOLDINGS,INC. | DE | DIRECT OWNER | E | Control |
| CLEARY GULL HOLDINGS,INC. | DE | DIRECT OWNER | E | Control |
| CLEARY GULL HOLDINGS,INC. | DE | DIRECT OWNER | E | Control |
| CLEARY GULL HOLDINGS,INC. | DE | DIRECT OWNER | E | Control |
| CLEARY GULL HOLDINGS,INC. | DE | DIRECT OWNER | E | Control |
| CLEARY GULL HOLDINGS,INC. | DE | DIRECT OWNER | E | Control |
| CLEARY GULL HOLDINGS,INC. | DE | DIRECT OWNER | E | Control |
| JOHNSON FINANCIAL GROUP, INC. | DE | DIRECT OWNER | E | Control |
| JOHNSON FINANCIAL GROUP, INC. | DE | DIRECT OWNER | E | Control |
| JOHNSON FINANCIAL GROUP, INC. | DE | DIRECT OWNER | E | Control |
| JOHNSON FINANCIAL GROUP, INC. | DE | DIRECT OWNER | E | Control |
| JOHNSON FINANCIAL GROUP, INC. | DE | DIRECT OWNER | E | Control |
| JOHNSON FINANCIAL GROUP, INC. | DE | DIRECT OWNER | E | Control |
| JOHNSON FINANCIAL GROUP, INC. | DE | DIRECT OWNER | E | Control |
| JOHNSON FINANCIAL GROUP, INC. | DE | DIRECT OWNER | E | Control |
| JOHNSON FINANCIAL GROUP, INC. | DE | DIRECT OWNER | E | Control |
| JOHNSON FINANCIAL GROUP, INC. | DE | DIRECT OWNER | E | Control |
| JOHNSON FINANCIAL GROUP, INC. | DE | DIRECT OWNER | E | Control |
| JOHNSON FINANCIAL GROUP, INC. | DE | DIRECT OWNER | E | Control |
| JOHNSON FINANCIAL GROUP, INC. | DE | DIRECT OWNER | E | Control |
| JOHNSON FINANCIAL GROUP, INC. | DE | DIRECT OWNER | E | Control |
| JOHNSON FINANCIAL GROUP, INC. | DE | DIRECT OWNER | E | Control |
| JOHNSON FINANCIAL GROUP, INC. | DE | DIRECT OWNER | E | Control |
| JOHNSON FINANCIAL GROUP, INC. | DE | DIRECT OWNER | E | Control |
| JOHNSON FINANCIAL GROUP, INC. | DE | DIRECT OWNER | E | Control |
| JOHNSON FINANCIAL GROUP, INC. | DE | DIRECT OWNER | E | Control |
| JOHNSON FINANCIAL GROUP, INC. | DE | DIRECT OWNER | E | Control |
| JOHNSON FINANCIAL GROUP, INC. | DE | DIRECT OWNER | E | Control |
| JOHNSON FINANCIAL GROUP, INC. | DE | DIRECT OWNER | E | Control |
| JOHNSON FINANCIAL GROUP, INC. | DE | DIRECT OWNER | E | Control |
| JOHNSON FINANCIAL GROUP, INC. | DE | DIRECT OWNER | E | Control |
| JOHNSON FINANCIAL GROUP, INC. | DE | DIRECT OWNER | E | Control |
| JOHNSON FINANCIAL GROUP, INC. | DE | DIRECT OWNER | E | Control |
| JOHNSON FINANCIAL GROUP, INC. | DE | DIRECT OWNER | E | Control |
| JOHNSON FINANCIAL GROUP, INC. | DE | DIRECT OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| Johnson-Leipold, Helen | I | JOHNSON FINANCIAL GROUP VOTING TRUST | F | Control |
| Johnson-Leipold, Helen | I | JOHNSON FINANCIAL GROUP VOTING TRUST | F | Control |
| Johnson-Leipold, Helen | I | JOHNSON FINANCIAL GROUP VOTING TRUST | F | Control |
| Johnson-Leipold, Helen | I | JOHNSON FINANCIAL GROUP VOTING TRUST | F | Control |
| Johnson-Leipold, Helen | I | JOHNSON FINANCIAL GROUP VOTING TRUST | F | Control |
| Johnson-Leipold, Helen | I | JOHNSON FINANCIAL GROUP VOTING TRUST | F | Control |
| Johnson-Leipold, Helen | I | JOHNSON FINANCIAL GROUP VOTING TRUST | F | Control |
| Johnson-Leipold, Helen | I | JOHNSON FINANCIAL GROUP VOTING TRUST | F | Control |
| Johnson-Leipold, Helen | I | JOHNSON FINANCIAL GROUP VOTING TRUST | F | Control |
| Johnson-Leipold, Helen | I | JOHNSON FINANCIAL GROUP VOTING TRUST | F | Control |
| Johnson-Leipold, Helen | I | JOHNSON FINANCIAL GROUP VOTING TRUST | F | Control |
| Johnson-Leipold, Helen | I | JOHNSON FINANCIAL GROUP VOTING TRUST | F | Control |
| Johnson-Leipold, Helen | I | JOHNSON FINANCIAL GROUP VOTING TRUST | F | Control |
| Johnson-Leipold, Helen | I | JOHNSON FINANCIAL GROUP VOTING TRUST | F | Control |
| Johnson-Leipold, Helen | I | JOHNSON FINANCIAL GROUP VOTING TRUST | F | Control |
| Johnson-Leipold, Helen | I | JOHNSON FINANCIAL GROUP VOTING TRUST | F | Control |
| Johnson-Leipold, Helen | I | JOHNSON FINANCIAL GROUP VOTING TRUST | F | Control |
| Johnson-Leipold, Helen | I | JOHNSON FINANCIAL GROUP VOTING TRUST | F | Control |
| Johnson-Leipold, Helen | I | JOHNSON FINANCIAL GROUP VOTING TRUST | F | Control |
| Johnson-Leipold, Helen | I | JOHNSON FINANCIAL GROUP VOTING TRUST | F | Control |
| Johnson-Leipold, Helen | I | JOHNSON FINANCIAL GROUP VOTING TRUST | F | Control |
| Johnson-Leipold, Helen | I | JOHNSON FINANCIAL GROUP VOTING TRUST | F | Control |
| Johnson-Leipold, Helen | I | JOHNSON FINANCIAL GROUP VOTING TRUST | F | Control |
| Johnson-Leipold, Helen | I | JOHNSON FINANCIAL GROUP VOTING TRUST | F | Control |
| Johnson-Leipold, Helen | I | JOHNSON FINANCIAL GROUP VOTING TRUST | F | Control |
| JOHNSON FINANCIAL GROUP VOTING TRUST | DE | JOHNSON FINANCIAL GROUP, INC. | D | Control |
| JOHNSON FINANCIAL GROUP VOTING TRUST | DE | JOHNSON FINANCIAL GROUP, INC. | D | Control |
| JOHNSON FINANCIAL GROUP VOTING TRUST | DE | JOHNSON FINANCIAL GROUP, INC. | D | Control |
| JOHNSON FINANCIAL GROUP VOTING TRUST | DE | JOHNSON FINANCIAL GROUP, INC. | D | Control |
| JOHNSON FINANCIAL GROUP VOTING TRUST | DE | JOHNSON FINANCIAL GROUP, INC. | D | Control |
| JOHNSON FINANCIAL GROUP VOTING TRUST | DE | JOHNSON FINANCIAL GROUP, INC. | D | Control |
| JOHNSON FINANCIAL GROUP VOTING TRUST | DE | JOHNSON FINANCIAL GROUP, INC. | D | Control |
| JOHNSON FINANCIAL GROUP VOTING TRUST | DE | JOHNSON FINANCIAL GROUP, INC. | D | Control |
| JOHNSON FINANCIAL GROUP VOTING TRUST | DE | JOHNSON FINANCIAL GROUP, INC. | D | Control |
| JOHNSON FINANCIAL GROUP VOTING TRUST | DE | JOHNSON FINANCIAL GROUP, INC. | D | Control |
| JOHNSON FINANCIAL GROUP VOTING TRUST | DE | JOHNSON FINANCIAL GROUP, INC. | D | Control |
| JOHNSON FINANCIAL GROUP VOTING TRUST | DE | JOHNSON FINANCIAL GROUP, INC. | D | Control |
| JOHNSON FINANCIAL GROUP VOTING TRUST | DE | JOHNSON FINANCIAL GROUP, INC. | D | Control |
| JOHNSON FINANCIAL GROUP VOTING TRUST | DE | JOHNSON FINANCIAL GROUP, INC. | D | Control |
| JOHNSON FINANCIAL GROUP VOTING TRUST | DE | JOHNSON FINANCIAL GROUP, INC. | D | Control |
| JOHNSON FINANCIAL GROUP VOTING TRUST | DE | JOHNSON FINANCIAL GROUP, INC. | D | Control |
| JOHNSON FINANCIAL GROUP VOTING TRUST | DE | JOHNSON FINANCIAL GROUP, INC. | D | Control |
| JOHNSON FINANCIAL GROUP VOTING TRUST | DE | JOHNSON FINANCIAL GROUP, INC. | D | Control |
| JOHNSON FINANCIAL GROUP VOTING TRUST | DE | JOHNSON FINANCIAL GROUP, INC. | D | Control |
| JOHNSON FINANCIAL GROUP VOTING TRUST | DE | JOHNSON FINANCIAL GROUP, INC. | D | Control |
| JOHNSON FINANCIAL GROUP VOTING TRUST | DE | JOHNSON FINANCIAL GROUP, INC. | D | Control |
| JOHNSON FINANCIAL GROUP VOTING TRUST | DE | JOHNSON FINANCIAL GROUP, INC. | D | Control |
| JOHNSON FINANCIAL GROUP VOTING TRUST | DE | JOHNSON FINANCIAL GROUP, INC. | D | Control |
| JOHNSON FINANCIAL GROUP VOTING TRUST | DE | JOHNSON FINANCIAL GROUP, INC. | D | Control |
| JOHNSON FINANCIAL GROUP VOTING TRUST | DE | JOHNSON FINANCIAL GROUP, INC. | D | Control |
| CLEARY, MICHAEL, JOSEPH | I | CLEARY GULL HOLDINGS, INC. | C | Control |
| CLEARY, MICHAEL, JOSEPH | I | CLEARY GULL HOLDINGS, INC. | C | Control |
| CLEARY, MICHAEL, JOSEPH | I | CLEARY GULL HOLDINGS, INC. | C | Control |
| CLEARY, MICHAEL, JOSEPH | I | CLEARY GULL HOLDINGS, INC. | C | Control |
| CLEARY, MICHAEL, JOSEPH | I | CLEARY GULL HOLDINGS, INC. | C | Control |
| CLEARY, MICHAEL, JOSEPH | I | CLEARY GULL HOLDINGS, INC. | C | Control |
| CLEARY, MICHAEL, JOSEPH | I | CLEARY GULL HOLDINGS, INC. | C | Control |
| CLEARY, MICHAEL, JOSEPH | I | CLEARY GULL HOLDINGS, INC. | C | Control |
| CLEARY, MICHAEL, JOSEPH | I | CLEARY GULL HOLDINGS, INC. | C | Control |
| CLEARY, MICHAEL, JOSEPH | I | CLEARY GULL HOLDINGS, INC. | C | Control |
| CLEARY, MICHAEL, JOSEPH | I | CLEARY GULL HOLDINGS, INC. | C | Control |
| CLEARY, MICHAEL, JOSEPH | I | CLEARY GULL HOLDINGS, INC. | C | Control |
| CLEARY, MICHAEL, JOSEPH | I | CLEARY GULL HOLDINGS, INC. | C | Control |
| CLEARY, MICHAEL, JOSEPH | I | CLEARY GULL HOLDINGS, INC. | C | Control |
| CLEARY, MICHAEL, JOSEPH | I | CLEARY GULL HOLDINGS, INC. | C | Control |
| CLEARY, MICHAEL, JOSEPH | I | CLEARY GULL HOLDINGS, INC. | C | Control |
| CLEARY, MICHAEL, JOSEPH | I | CLEARY GULL HOLDINGS, INC. | C | Control |
| CLEARY, MICHAEL, JOSEPH | I | CLEARY GULL HOLDINGS, INC. | C | Control |
| CLEARY, MICHAEL, JOSEPH | I | CLEARY GULL HOLDINGS, INC. | C | Control |
Registrations
Federal
IA
Nov 21, 2025 REGISTERED
Notice Filings (45)
AK AL AZ CA CO CT DC FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC NE NH NJ NM NV NY OH OR PA SC SD TN TX UT VA VT WA WI WV
Address
555 EAST WELLS STREETSUITE 1900
MILWAUKEE, WI 53202
United States
Phone: 414-291-4500