Peter Johnson (CRD# 6078184) is an Investment Advisor Representative working at N.e.w. Advisory Services, LLC in Hobart, WI and has over 6 years of experience in the finance industry.
CRD# 3078445
Mcglone Suttner Wealth Management, Inc.
CRD# 4323474
Lpl Financial LLC
CRD# 4997609
Advisors Management Group Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| N.e.w Advisory Services LLC | Hobart, WI | Feb 2022 - Current | 2 |
| Geneos Wealth Management Inc. | Hobart, WI | Jan 2022 - Current | 2 |
| Johnson Wealth Management | Green Bay, WI | Jul 2020 - Current | 3 |
| Geneos Wealth Management | Green Bay, WI | Jul 2020 - Jan 2022 | 1 |
| Robert W Baird & Company, Incorporated | Milwaukee, WI | Jul 2018 - Jul 2020 | 2 |
| Northwestern Mutual Investment Services, LLC | Milwaukee, WI | Oct 2017 - Jun 2018 | < 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Oct 2015 - Jun 2018 | 2 |
| Us Bank | Milwaukee, WI | Jun 2013 - Oct 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2018 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2020 |
- WI
-
Total Assets Under Management1,099MILLIONS
-
Total Number of Accounts7,313ACCOUNTS
-
Average Account Value$150,246
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, GA, IL, LA, MI, MN, MO, NC, SC, TN, TX, VA, WI
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