Kathy Ann Ciszewski

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Assunta Mclane

MARINER

Basking Ridge, NJ · CRD#

View profile

RB

Ronald Brown

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

NEW YORK, NY · CRD#

View profile

Brian Niemann

CETERA INVESTMENT ADVISERS LLC

Rice Lake, WI · CRD#

View profile

RR

Reuben Rowley

EAGLE STRATEGIES LLC

AMERICAN FORK, UT · CRD#

View profile

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Assunta Mclane

MARINER

Basking Ridge, NJ · CRD#

View profile

RB

Ronald Brown

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

NEW YORK, NY · CRD#

View profile

Brian Niemann

CETERA INVESTMENT ADVISERS LLC

Rice Lake, WI · CRD#

View profile

RR

Reuben Rowley

EAGLE STRATEGIES LLC

AMERICAN FORK, UT · CRD#

View profile

Disclosures on record.

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.

Similar Advisors

Assunta Mclane

MARINER

Basking Ridge, NJ · CRD#

View profile

RB

Ronald Brown

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

NEW YORK, NY · CRD#

View profile

Brian Niemann

CETERA INVESTMENT ADVISERS LLC

Rice Lake, WI · CRD#

View profile

RR

Reuben Rowley

EAGLE STRATEGIES LLC

AMERICAN FORK, UT · CRD#

View profile

Years of Experience

26 years registered in the securities industry

Current & Past Employments

Current

JOHNSON WEALTH INC.Current·CRD# 125557

RIA

555 Main Street, Racine, WI 53403

January 28, 2026 - Present

Past

INVEST FINANCIAL CORPORATIONPast·CRD# 12984

BD

Racine, WI

March 13, 2000 - December 31, 2007

Similar Advisors

Assunta Mclane

MARINER

Basking Ridge, NJ · CRD#

View profile

RB

Ronald Brown

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

NEW YORK, NY · CRD#

View profile

Brian Niemann

CETERA INVESTMENT ADVISERS LLC

Rice Lake, WI · CRD#

View profile

RR

Reuben Rowley

EAGLE STRATEGIES LLC

AMERICAN FORK, UT · CRD#

View profile

Current Firm

JW

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 - SEC (3/4/2003 Approved)

Contact Information

Main Address

555 East Wells Street Suite 1900, Milwaukee, WI 53202

Phone Number

(414) 291-4500

# of Employees

142

SEC notice filing (45 States and Territories)

Registered to provide investment advisory services in 45 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

JWI BROCHURE 3-27-2026 (3/27/2026)

Regulatory Assets Under Management

Total Number of Accounts

6,701

AUM (Assets Under Management)

$10,348,426,272

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

Similar Advisors

Assunta Mclane

MARINER

Basking Ridge, NJ · CRD#

View profile

RB

Ronald Brown

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

NEW YORK, NY · CRD#

View profile

Brian Niemann

CETERA INVESTMENT ADVISERS LLC

Rice Lake, WI · CRD#

View profile

RR

Reuben Rowley

EAGLE STRATEGIES LLC

AMERICAN FORK, UT · CRD#

View profile

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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 Main Street, Racine, WI; wealth management, trust services, banking, loans; Senior Vice President - Private Client Banker; November 1999; full-time Private Client Banker and dual employee of Johnson Bank and Johnson Wealth Inc.

Similar Advisors

Assunta Mclane

MARINER

Basking Ridge, NJ · CRD#

View profile

RB

Ronald Brown

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

NEW YORK, NY · CRD#

View profile

Brian Niemann

CETERA INVESTMENT ADVISERS LLC

Rice Lake, WI · CRD#

View profile

RR

Reuben Rowley

EAGLE STRATEGIES LLC

AMERICAN FORK, UT · CRD#

View profile

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".

JW

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 - SEC (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.

IAR

Wisconsin
(1/28/2026)

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.