Eva M. Schoenborn

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CRD#: 2813984

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Eva Marie Schoenborn, who also goes by Eva Marie Pokladnik, Evamarie Schoenborn, was a registered financial professional .

Eva is a previously registered financial professional and started their career in finance in 1997. Eva had worked at 8 firms and has passed the Series 65, Series 99TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Eva Marie Pokladnik | Evamarie Schoenborn

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Johnson Bank; investment-related affiliate; 555 E Wells Street, Milwaukee, WI; wealth management, trust services, banking, loans; Executive Vice President, June 2024. 2) Vacation Rental Property; Investment-related; Cape Coral, FL; Rental Property; Property Owner; 01/2024; 0 hours/ month; 0 hours/ trading; Property owner. No active duties.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

October 28, 2024 - March 12, 2025

JOHNSON WEALTH INC.

RIA

CRD#: 125557

MILWAUKEE, WI

Past

August 10, 2023 - June 4, 2024

U.S. BANCORP ADVISORS, LLC

CRD#: 14455

GLENDALE, CA

Past

August 10, 2023 - June 4, 2024

PFM FUND DISTRIBUTORS, INC.

CRD#: 114474

HARRISBURG, PA

Past

July 7, 2023 - June 4, 2024

U.S. BANCORP INVESTMENTS, INC.

CRD#: 17868

Minneapolis, MN

Past

January 12, 2018 - April 7, 2022

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

Milwaukee, WI

Past

January 3, 2017 - December 11, 2017

AMERICAN ENTERPRISE INVESTMENT SERVICES INC.

CRD#: 26506

Minneapolis, MN

Past

July 24, 1997 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

July 24, 1997 - December 11, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Minneapolis, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

JOHNSON WEALTH INC.

CLEARY GULL ADVISORS INC. | MBO CLEARY ADVISORS INC. | JOHNSON WEALTH INC. | JOHNSON FINANCIAL GROUP INC.

CRD#: 125557 / SEC#: 801-61862

RIA

Registered Investment Advisory firm - (3/4/2003 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/28/2024

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/8/1997

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/5/2007

General Securities Principal Examination

Current Firm

JOHNSON WEALTH INC.

CLEARY GULL ADVISORS INC. | MBO CLEARY ADVISORS INC. | JOHNSON WEALTH INC. | JOHNSON FINANCIAL GROUP INC.

CRD#: 125557 / SEC#: 801-61862

RIA

Registered Investment Advisory firm - (3/4/2003 Approved)

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Contact information

Main Address

555 East Wells Street Suite 1900, Milwaukee, WI 53202

Mailing Address

Phone number

(414) 291-4500

Established

Firm type

Fiscal year end

# of Employees

132

SEC notice filing (45 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

JWI BROCHURE 3-27-2025 (3/27/2025)

Regulatory assets under management

Total Number of Accounts	6,888
AUM (Assets Under Management)	$ 9,109,318,040

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/27/2025	Cover Page	Report
10/25/2023	Cover Page	Report
12/21/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Eva M. Schoenborn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

U.S. BANCORP ADVISORS, LLC

PFM FUND DISTRIBUTORS, INC.

U.S. BANCORP INVESTMENTS, INC.

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

AMERICAN ENTERPRISE INVESTMENT SERVICES INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

JOHNSON WEALTH INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/28/2024

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 7/8/1997

Series 24

Date: 10/5/2007

Current Firm

JOHNSON WEALTH INC.

Contact information

SEC notice filing (45 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

JOHNSON WEALTH INC.

TRUST BUT VERIFY

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