Kelly Mould
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.
About
Kelly Mould is a Series 65-licensed financial advisor with nine years of experience at Johnson Wealth Inc. and twelve years at Johnson Bank in Racine, WI. She holds a senior vice president role at Johnson Bank, where she serves as a wealth advisor. Johnson Wealth Inc. provides investment advisory and consulting services to high-net-worth individuals, families, trusts, not-for-profit and senior living organizations, foundations, endowments, business and government entities, and other investment advisers, including its affiliate Johnson Bank. The firm focuses on long-term, goal-driven asset allocation and manager selection, employing proprietary methodologies and offering a range of investment strategies, including private investments for qualified clients.
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 Main Street
Racine, WI 53403
Most active in
Kelly M has reported serving >5 clients in these states in the last 12 months.
Wisconsin
Work history
Johnson Wealth Inc
2017 - Present (9 years)
Johnson Bank
2014 - Present (12 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.
Justus M
CFP®, Series 65
Racine, WI
Financial Justus
William K
Series 65
Kenosha, WI
Life's Sanctuary Financial Planning, LLC
David J
CFP®, ChFC®, Series 63, Series 66
Kenosha, WI
Jordan Financial Life Planning
Michael H
CFP®, Series 63
Racine, WI
Financial Service Group Inc
Vincent T
CFP®, Series 66
Mount Pleasant, WI
Financial Service Group Inc
Marc H
Series 63
Kenosha, WI
Prophet Wealth Management
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