Justin Dahl
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
Milwaukee, WI 53202
Credentials
Series 65, Series 66
Industry experience
< 1 year
About
Justin Dahl is a financial advisor at Johnson Wealth Inc. in Milwaukee, WI, holding Series 65 and Series 66 licenses. He has over 20 years of industry experience, including roles at U.S. Bank, UMB Fund Services, and Associated Trust Company. Dahl is also a senior vice president and wealth advisor at Johnson Bank, an investment-related affiliate. 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, using proprietary methodologies and offering a range of investment strategies including private investments and 401(k) discretionary management for airline pilots.
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
555 East Wells Street, Suite 1900
Milwaukee, WI 53202
Most active in
Justin D has reported serving >5 clients in these states in the last 12 months.
Wisconsin
Work history
Johnson Wealth Inc
2025 - Present (1 year)
Johnson Bank
2025 - Present (1 year)
Associated Trust Company
2022 - 2025 (3 years)
UMB Fund Services
2019 - 2022 (3 years)
U.S. Bank
2001 - 2019 (18 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:
-
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.
Eugene S
Series 63, Series 65
New Berlin, WI
Disciplined Financial Services, Inc.
Brian L
CFP®, CPA, PFS™
Brookfield, WI
Midwest Wealth Solutions LLC
Brian earned his Bachelor of Science degree from UW – La Crosse with a triple major in Accounting, Finance, & Economics. He has a Master's of Business Administration with a specialty in Finance from Marquette University and has post-graduate certificates from Cornell University SC Johnson graduate school of management in Executive Leadership & Leading Management Teams. Brian is a Certified Financial Planner, Certified Public Accountant, Personal Financial Specialist, Certified Global Managerial Accountant, and a Certified Project Management Professional. He started his career working in Public Accounting for a regional CPA firm for a number of years. Then Brian worked in the private sector for a large fortune 30 company and smaller corporations, holding positions in Corporate Finance, Internal Audit, and Strategic Management. After that Brian started his own firm Leben CPA LLC and now Brian is a principal at Midwest Wealth Solutions and CPA firm Lulloff, Leben & Taylor. Brian is an active member of the American Institute of Certified Public Accountants (AICPA) and the Wisconsin Institute of Certified Public Accountants (WICPA). In his spare time Brian loves the outdoors (biking, hiking, camping, downhill skiing), Sports (Packers, Brewers, Bucks), and enjoys spending time with his wife Megan and two young daughters.
Brian S
ChFC®, Series 63, Series 66
Muskego, WI
Selerski Asset Management, LLC
Matthew B
Series 65
Glendale, WI
Erenda Capital
Brian C
CFP®, Series 63, Series 66
Whitefish Bay, WI
Clarke Financial Counsel, LLC
Erik K
CFP®
Milwaukee, WI
Hilltop Financial Advisors
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")