Joel Bailey
Advisor at Johnson Wealth Inc.
Updated today
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
Janesville, WI 53545
Credentials
Series 63, Series 65
Industry experience
8 years
About
Joel Bailey is a financial advisor with Johnson Wealth Inc. in Janesville, WI, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. He has also served as Senior Vice President and Wealth Advisor at Johnson Bank since 2001. Johnson Wealth Inc. provides investment advisory and consulting services to a diverse client base including high-net-worth individuals, families, trusts, and institutional entities. The firm focuses on long-term, goal-driven asset allocation and manager selection, employing proprietary methodologies and offering a range of investment strategies through model portfolios, mutual funds, ETFs, and private investments.
Client services
Based on Johnson Wealth Inc.
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on Johnson Wealth Inc.
Private / alternative investments
Retirement plans for business owners (SEP, solo 401k)
Income planning
Wealth management
Fee options
$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
Location
1 South Main Street
Janesville, WI 53545
Most active in
Joel B has reported serving >5 clients in these states in the last 12 months.
Wisconsin
Work history
Johnson Wealth Inc.
2016 - Present (10 years)
Johnson Bank
2001 - Present (25 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Sheena H
CFP®, Series 66
Janesville, WI
Uncommon Cents Investing
Gregory S
Series 65
Janesville, WI
Uncommon Cents Investing
John B
Series 63, Series 65
Janesville, WI
Uncommon Cents Investing
Savannah W
Series 65
Milton, WI
Morling Financial Advisors, LLC
Douglas H
Series 63, Series 65
Janesville, WI
Associated Investment Services, Inc.
Daniel D
CFP®, Series 63, Series 65
Janesville, WI
Retirement Plan Advisors, LLC
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