Robert Schneider

JOHNSON WEALTH

MILWAUKEE, WI 53202

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CRD#: 3253523

Professional summary

Robert Schneider, CFP®, who also goes by Robert F Schneider, Robert Francis Schneider, is a registered financial advisor currently at JOHNSON WEALTH INC. located in Milwaukee, Wisconsin.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Robert has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Robert F Schneider | Robert Francis Schneider

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.

Johnson Bank; investment-related affiliate; 555 E Wells, Milwaukee, WI; wealth management, trust services, banking, loans; Senior Vice President and Wealth Advisor; July 2026; full-time advisor and dual employee of Johnson Bank and Johnson Wealth Inc.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Schneider's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

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

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Current

July 17, 2026 - Present

JOHNSON WEALTH INC.

Office #1: 555 East Wells Street Suite 1900, Milwaukee, WI 53202

RIA

CRD#: 125557

MILWAUKEE, WI

Past

January 29, 2025 - July 1, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

RIA

CRD#: 116407

BAYSIDE, WI

Past

April 6, 2016 - June 2, 2016

CLEARY GULL INC.

RIA

CRD#: 45309

MILWAUKEE, WI

Past

April 6, 2016 - February 4, 2025

JOHNSON WEALTH INC.

RIA

CRD#: 125557

MILWAUKEE, WI

Past

April 6, 2016 - June 2, 2016

CLEARY GULL INC.

CRD#: 45309

MILWAUKEE, WI

Past

January 29, 2015 - April 18, 2016

J.P. MORGAN SECURITIES LLC

CRD#: 79

MILWAUKEE, WI

Past

March 28, 2011 - January 27, 2015

CLEARY GULL INC.

RIA

CRD#: 45309

MILWAUKEE, WI

Past

March 28, 2011 - January 27, 2015

CLEARY GULL INC.

CRD#: 45309

MILWAUKEE, WI

Past

October 20, 2006 - February 24, 2011

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

MILWAUKEE, WI

Past

October 20, 2006 - February 24, 2011

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MILWAUKEE, WI

Past

June 17, 2004 - August 26, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

MEQUON, WI

Past

November 27, 2003 - August 26, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

MEQUON, WI

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.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(7/17/2026)

IAR

Wisconsin
(7/17/2026)

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 66

Date: 12/29/2003

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 6/2/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/26/2003

General Securities Representative 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)

PREMIUM

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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
11/21/2025	Cover Page	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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Advisor Monitoring

Firm Stability Insights

Robert Schneider

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Schneider's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

CLEARY GULL INC.

JOHNSON WEALTH INC.

CLEARY GULL INC.

J.P. MORGAN SECURITIES LLC

CLEARY GULL INC.

CLEARY GULL INC.

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

JOHNSON WEALTH INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 12/29/2003

SIE

Date: 6/2/2016

Series 7

Date: 11/26/2003

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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