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RIA / WealthAdvisorCertified Financial Planner10 years in industry

ALLISON MARIE MOESCHBERGER

Advisor at JOHNSON WEALTH INC.

Appleton, WI

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Search this name across graphsid dfx:ria:4503ac0e-2244-bad4-dbc0-650b53bad22d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jul 7, 2018 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: JOHNSON WEALTH INC.
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65
First exam: Jul 7, 2018
First registration: Jul 7, 2018
Dual registered: no
Other names: ALLISON MARIE KIERZEK
IAPD individual key: 6971974

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
JOHNSON WEALTH INC.	Mixed wealth	Oct 30, 2025	n/a	yes	Appleton, WI	Current employment
ANNEX WEALTH MANAGEMENT, LLC	Independent wealth	Oct 13, 2024	Oct 23, 2025	no	Appleton, WI\|BROOKFIELD, WI	Previous registration
CREATIVE PLANNING	Independent wealth	Oct 4, 2022	Sep 30, 2024	no	Appleton, WI\|OVERLAND PARK, KS	Previous registration
WIPFLI FINANCIAL ADVISORS, LLC	Former SEC adviser	Jul 7, 2018	Oct 12, 2022	no	APPLETON, WI\|MILWAUKEE, WI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ANNEX WEALTH MANAGEMENT, LLC	JOHNSON WEALTH INC.	Oct 23, 2025	Oct 30, 2025	7	Firm change	RIA to RIA
CREATIVE PLANNING	ANNEX WEALTH MANAGEMENT, LLC	Sep 30, 2024	Oct 13, 2024	13	Firm change	RIA to RIA
WIPFLI FINANCIAL ADVISORS, LLC	CREATIVE PLANNING	Oct 12, 2022	Oct 4, 2022	-8	Bulk transfer	RIA to RIA

Relationships

Registered with (4)

→ JOHNSON WEALTH INC.Registered adviserregistration: current employment
Oct 30, 2025 to presentfactForm ADV
→ ANNEX WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Oct 13, 2024 to Oct 23, 2025factForm ADV
→ CREATIVE PLANNINGRegistered adviserregistration: previous registration
Oct 4, 2022 to Sep 30, 2024factForm ADV
→ WIPFLI FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Jul 7, 2018 to Oct 12, 2022factForm ADV

Dated events

Occurred
Oct 23, 2025
Advisor changed firm
Allison Marie Moeschberger left Annex Wealth Management, Llc for Johnson Wealth Inc. (registered 2025-10-30)
Form ADVobserved 5 days ago
Occurred
Sep 30, 2024
Advisor changed firm
Allison Marie Moeschberger left Creative Planning for Annex Wealth Management, Llc (registered 2024-10-13)
Form ADVobserved 5 days ago