DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Robert Schneider

Johnson Wealth Inc.mixed wealthMilwaukee, WiIA-onlyIAPD 3253523

Certified Financial Planner

Feed of 09/14/2026

Also filed as Robert F Schneider

At current firm

0 y

since Jul 17, 2026

In the industry

22 y

since Dec 29, 2003 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Johnson Wealth Inc. mixed wealth current
since Jul 17, 2026 · Milwaukee, Wi
Wealth Enhancement Advisory Services, LLC BD affiliated
Jan 29, 2025 to Jul 1, 2026 · Bayside, Wi
Cleary Gull Inc. former
Apr 6, 2016 to Jun 2, 2016 · Milwaukee, Wi
Johnson Wealth Inc. mixed wealth
Apr 6, 2016 to Feb 4, 2025 · Milwaukee, Wi
Cleary Gull Inc. former
Mar 28, 2011 to Jan 27, 2015 · Milwaukee, Wi
Northwestern Mutual Investment Services,LLC no RAUM
Oct 20, 2006 to Feb 24, 2011 · Milwaukee, Wi
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Jun 17, 2004 to Aug 26, 2006 · Mequon, Wi

Moves

a registration end followed by a registration begin elsewhere

Wealth Enhancement Advisory Services, LLC to Johnson Wealth Inc.
left Jul 1, 2026, registered Jul 17, 2026 (16 days) · Affiliated broker-dealer or bank to independent RIA
Johnson Wealth Inc. to Wealth Enhancement Advisory Services, LLC
left Feb 4, 2025, registered Jan 29, 2025 (-6 days) · RIA to affiliated broker-dealer or bank
Cleary Gull Inc. to Johnson Wealth Inc.
left Jun 2, 2016, registered Apr 6, 2016 (-57 days) · Other · moved with a team
Northwestern Mutual Investment Services,LLC to Cleary Gull Inc.
left Feb 24, 2011, registered Mar 28, 2011 (32 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Northwestern Mutual Investment Services,LLC
left Aug 26, 2006, registered Oct 20, 2006 (55 days) · Other

Signals

Robert Schneider left Wealth Enhancement Advisory Services, Llc for Johnson Wealth Inc. (registered 2026-07-17)
Jul 1, 2026 · Advisor changed firm · fact
Robert Schneider left Johnson Wealth Inc. for Wealth Enhancement Advisory Services, Llc (registered 2025-01-29)
Feb 4, 2025 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Wealth manager with institutional or fund businessderived
Years in industry: 22derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address