DFX Intelligence
Advisors
Advisors registered through Johnson Wealth Inc.
Every person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations. Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
72 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Jeffrey Lawrence Pierce | Johnson Wealth Inc. mixed wealth | Milwaukee, Wi | Aug 11, 2025 | 14 y | 5 | 1 |
| Arnold Helmut Presser | Johnson Wealth Inc. mixed wealth | Appleton, Wi | Dec 18, 2024 | 33 y | 2 | 1 |
| Alex G Pudlo Certified Financial Planner, Chartered Financial Consultant | Johnson Wealth Inc. mixed wealth | Madison, Wi | Jan 2, 2025 | 14 y | 2 | 1 |
| N••• J•••• R••••• | J•••••• W••••• I••• mixed wealth | Madison, Wi | Aug 26, 2025 | 11 y | 0 | 1 |
| A•••• H•••• R•••• Certified Financial Planner | J•••••• W••••• I••• mixed wealth | Green Bay, Wi | May 8, 2019 | 18 y | 0 | 1 |
| S•••• R••••••• | J•••••• W••••• I••• mixed wealth | Racine, Wi | Jun 6, 2025 | 12 y | 0 | 1 |
| S••••• D•••••• R•••• | J•••••• W••••• I••• mixed wealth | Madison, Wi | Mar 19, 2024 | 12 y | 2 | 1 |
| J••••••••• R••••• | J•••••• W••••• I••• mixed wealth | Waukesha, Wi | Mar 18, 2026 | 14 y | 0 | 1 |
| B•••• A•••••• S••••••• | J•••••• W••••• I••• mixed wealth | Milwaukee, Wi | Oct 2, 2017 | 16 y | 1 | 2 |
| R••••• S•••••••• Certified Financial Planner | J•••••• W••••• I••• mixed wealth | Milwaukee, Wi | Jul 17, 2026 | 22 y | 6 | 2 |
| B••••• S•••• | J•••••• W••••• I••• mixed wealth | Milwaukee, Wi | Mar 19, 2026 | 23 y | 7 | 1 |
| J••• M•••• S•••••••• C••••• | J•••••• W••••• I••• mixed wealth | Waukesha, Wi | Nov 26, 2024 | 20 y | 0 | 1 |
| B•••• A••••• S••••••• | J•••••• W••••• I••• mixed wealth | Madison, Wi | Jul 31, 2025 | 23 y | 2 | 1 |
| A•••••••• J••• S••••••••• Certified Financial Planner | J•••••• W••••• I••• mixed wealth | Milwaukee, Wi | May 6, 2022 | 15 y | 0 | 1 |
| A••• P••••• S•••• Chartered Financial Analyst | J•••••• W••••• I••• mixed wealth | Milwaukee, Wi | Dec 2, 2024 | 15 y | 0 | 1 |
| K••• J•••• T•••• Certified Financial Planner, Chartered Financial Analyst | J•••••• W••••• I••• mixed wealth | Appleton, Wi | Feb 16, 2017 | 30 y | 2 | 1 |
| E••• J••• T•••••• Chartered Financial Analyst | J•••••• W••••• I••• mixed wealth | Green Bay, Wi | May 8, 2019 | 19 y | 2 | 1 |
| K•••• M•••••• T•••••• Certified Financial Planner | J•••••• W••••• I••• mixed wealth | Racine, Wi | Oct 7, 2025 | 27 y | 1 | 1 |
| E•••••••• M••••••• W•••••• | J•••••• W••••• I••• mixed wealth | Milwaukee, Wi | Apr 20, 2017 | 30 y | 0 | 1 |
| S•••• L•• W•••••••• | J•••••• W••••• I••• mixed wealth | Milwaukee, Wi | Jan 3, 2023 | 19 y | 4 | 1 |
| C••••• R•••• W•••••• | J•••••• W••••• I••• mixed wealth | Milwaukee, Wi | Apr 3, 2023 | 12 y | 0 | 1 |
| E••• S•••••• Z••••• | J•••••• W••••• I••• mixed wealth | Milwaukee, Wi | Jan 24, 2024 | 21 y | 0 | 1 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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