Advisor at Johnson Wealth Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Johnson Wealth Inc.
Location
Green Bay, WI 54301
Credentials
Series 65
Industry experience
6 years
Grace Anderson is a Series 65-licensed financial advisor with six years of industry experience. She currently works at Johnson Wealth Inc. and Johnson Bank in Green Bay, WI, having previously been with Appleton Group LLC. Johnson Wealth Inc. provides investment advisory and consulting services to a diverse range of clients including high-net-worth individuals, families, trusts, and institutional entities. The firm emphasizes long-term, goal-driven asset allocation and manager selection using proprietary methodologies, and offers specialized programs such as discretionary management for 401(k) participants like airline pilots.
Based on Johnson Wealth Inc.
Based on Johnson Wealth Inc.
$0 - $2,000,000: 1.00% $2,000,001 - $4,000,000: 0.85% $4,000,001 - $8,000,000: 0.70% $8,000,001+: 0.60%
Account minimum: $1,000,000 Minimum fee: $5,000 annual minimum fee Fee-only: Negotiable fees for standalone financial planning services and project-based fees
318 S Washington St
Green Bay, WI 54301
Wisconsin
Johnson Bank
2023 - Present (3 years)
Johnson Wealth Inc
2023 - Present (3 years)
Appleton Group LLC
2019 - 2023 (4 years)
UnEmployed
2019 - 2019 (1 year)
SAVOYE Salon Spa
2019 - 2019 (1 year)
ImaginasiUM
2016 - 2019 (3 years)
STUDENT
2012 - 2016 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Denmark, WI
Prosperilux LLC
Series 63, Series 65
Suamico, WI
Fiduciary Insight, LLC
Series 63, Series 65
Green Bay, WI
Transform Retirement
Series 63, Series 65
Green Bay, WI
Barington Capital Management, LLC
CFP®, Series 65
Green Bay, WI
Melotte Financial Advisors
CFA®, Series 66
Green Bay, WI
Revise Capital LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")