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RIA / WealthAdvisorCertified Financial Planner22 years in industry

Robert Schneider

Advisor at JOHNSON WEALTH INC.

MILWAUKEE, WI

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Search this name across graphsid dfx:ria:48d8400b-4398-c016-b22e-68cd4893d9b1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Jun 17, 2004 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: Dec 29, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Dec 29, 2003
First registration: Jun 17, 2004
Dual registered: no
Other names: ROBERT F SCHNEIDER|ROBERT FRANCIS SCHNEIDER
IAPD individual key: 3253523

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	Jul 17, 2026	n/a	yes	MILWAUKEE, WI	Current employment
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Bd affiliated wealth	Jan 29, 2025	Jul 1, 2026	no	BAYSIDE, WI\|PLYMOUTH, MN	Previous registration
JOHNSON WEALTH INC.	Mixed wealth	Apr 6, 2016	Feb 4, 2025	no	MILWAUKEE, WI	Previous registration
CLEARY GULL INC.	Former SEC adviser	Apr 6, 2016	Jun 2, 2016	no	MILWAUKEE, WI\|MILWAUKEE, WI	Previous registration
CLEARY GULL INC.	Former SEC adviser	Mar 28, 2011	Jan 27, 2015	no	MILWAUKEE, WI	Previous registration
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	No RAUM reported	Oct 20, 2006	Feb 24, 2011	no	Milwaukee, WI	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jun 17, 2004	Aug 26, 2006	no	MEQUON, WI\|MEQUON, 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
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	JOHNSON WEALTH INC.	Jul 1, 2026	Jul 17, 2026	16	Firm change	Ibd to RIA
JOHNSON WEALTH INC.	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Feb 4, 2025	Jan 29, 2025	-6	Firm change	RIA to ibd
CLEARY GULL INC.	JOHNSON WEALTH INC.	Jun 2, 2016	Apr 6, 2016	-57	Firm change after gap	Other
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	CLEARY GULL INC.	Feb 24, 2011	Mar 28, 2011	32	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	Aug 26, 2006	Oct 20, 2006	55	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
45309:125557:WI:2016-06-02	Jun 2, 2016	Apr 6, 2016	MILWAUKEE, WI	Firm change after gap

Relationships

Registered with (5)

→ JOHNSON WEALTH INC.Registered adviserregistration: previous registration
Apr 6, 2016 to Feb 4, 2025factForm ADV
→ WEALTH ENHANCEMENT ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Jan 29, 2025 to Jul 1, 2026factForm ADV
→ CLEARY GULL INC.Registered adviserregistration: previous registration
Apr 6, 2016 to Jun 2, 2016factForm ADV
→ NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLCRegistered adviserregistration: previous registration
Oct 20, 2006 to Feb 24, 2011factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jun 17, 2004 to Aug 26, 2006factForm ADV

Dated events

Occurred
Jul 1, 2026
Advisor changed firm
Robert Schneider left Wealth Enhancement Advisory Services, Llc for Johnson Wealth Inc. (registered 2026-07-17)
Form ADVobserved 6 days ago
Occurred
Feb 4, 2025
Advisor changed firm
Robert Schneider left Johnson Wealth Inc. for Wealth Enhancement Advisory Services, Llc (registered 2025-01-29)
Form ADVobserved 6 days ago