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
Milwaukee, WI 53202
Credentials
Series 63, Series 66
Industry experience
18 years
Scott Wisnewski is a financial advisor at Johnson Wealth Inc. in Milwaukee, WI, with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab and Northwestern Mutual. Outside of his advisory role, he serves as President of Genevieves Garden Homeowners Association and as Secretary of the Classic Lanes Mixed Classic Bowling League. Johnson Wealth Inc. provides investment advisory and consulting services to high-net-worth individuals, families, trusts, foundations, and other entities. The firm emphasizes long-term, goal-driven asset allocation and manager selection, utilizing proprietary methodologies and offering a range of investment strategies including private investments for qualified clients.
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
555 East Wells Street, Suite 1900
Milwaukee, WI 53202
Wisconsin
Johnson Wealth Inc
2022 - Present (4 years)
Johnson Bank
2022 - Present (4 years)
Northwestern Mutual Wealth Management Company
2022 - 2022 (1 year)
Northwestern Mutual Life Insurance Company
2022 - 2022 (1 year)
Northwestern Mutual Investment Services LLC
2022 - 2022 (1 year)
Unemployed
2021 - 2022 (1 year)
Charles Schwab and Company Inc
2017 - 2021 (4 years)
Charles Schwab and Company Inc
2015 - 2017 (2 years)
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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
New Berlin, WI
Disciplined Financial Services, Inc.
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.
ChFC®, Series 63, Series 66
Muskego, WI
Selerski Asset Management, LLC
Series 65
Glendale, WI
Erenda Capital
CFP®, Series 63, Series 66
Whitefish Bay, WI
Clarke Financial Counsel, LLC
CFP®
Milwaukee, WI
Hilltop Financial Advisors
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