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
Appleton, WI 54911
Credentials
Series 63, Series 65
Industry experience
17 years
Peter Mutschler is a financial advisor with Johnson Wealth Inc. in Appleton, WI, holding Series 63 and Series 65 licenses and 17 years of industry experience. He previously worked at Appleton Group LLC for 18 years before joining Johnson Wealth Inc. and Johnson Bank in 2023, where he also serves as an AVP Wealth Operations Trade Specialist. Johnson Wealth Inc. provides investment advisory and consulting services to a diverse client base including high-net-worth individuals, families, trusts, nonprofits, foundations, and institutional entities. The firm focuses on long-term, goal-driven asset allocation and manager selection, utilizing proprietary methodologies and offering a range of strategies including model portfolios and curated private investments.
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
100 W Lawrence Street, Ste 306
Appleton, WI 54911
Wisconsin
Johnson Bank
2023 - Present (3 years)
Johnson Wealth Inc
2023 - Present (3 years)
Appleton Group LLC
2005 - 2023 (18 years)
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Bank
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Broker-dealer / trader
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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CFP®, Series 63
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CFP®, Series 63, Series 66
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Kolash Wealth Strategies, LLC
Series 63
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ASC 401(k) Management
Series 63, Series 65
Appleton, WI
Financial Advisory Group, Inc.
CFP®, Series 66
Appleton, WI
Denarius Wealth Management
Series 65
Appleton, WI
Freedom Wealth LLC
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