Scott Wisnewski
Scott Wisnewski is a registered investment advisor at Johnson Wealth INC., based in Milwaukee, WI, with 18 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,460 clients with $9.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $8.0M | 0.70% |
| $8M+ | 0.60% |
Fee schedule is blended with breakpoints. Fees are negotiable based upon the size and complexity of the engagement. Accounts converting from Johnson Bank typically retain original rates and calculation methodology.
Fee Estimator
Location
555 East Wells Street, Suite 1900, Milwaukee, WI, 53202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Scott is a full-time wealth advisor and dual employee of Johnson Bank and Johnson Wealth since December 2022. He is also the President of Genevieves Garden Homeowners Association Inc and League Secretary for Classic Lanes Mixed Classic League, dedicating minimal time to each.
Employment History
Current Registrations
Johnson Wealth INC.
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.