Eric J. Trousil

JOHNSON WEALTH

GREEN BAY, WI 54301

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CRD#: 5245595

Professional summary

Eric John Trousil, who also goes by Trousil J Eric, is a registered financial advisor currently at JOHNSON WEALTH INC. located in Green Bay, Wisconsin.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Eric has worked at 3 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Trousil J Eric

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; 318 S Washington St, Green Bay, WI; wealth management, trust services, banking, loans; Senior Vice President - Wealth Advisor; April 2019; full-time advisor and dual employee of Johnson Bank and Johnson Wealth Inc.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric John Trousil'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®

None

Experience

Current

May 8, 2019 - Present

JOHNSON WEALTH INC.

Office #1: 318 S Washington Street, Green Bay, WI 54301

RIA

CRD#: 125557

GREEN BAY, WI

Past

February 9, 2018 - August 15, 2019

NICOLET WEALTH MANAGEMENT

RIA

CRD#: 283940

GREEN BAY, WI

Past

January 10, 2007 - February 26, 2007

J.P. MORGAN SECURITIES INC.

RIA

CRD#: 18718

APPLETON, WI

Past

December 18, 2006 - February 26, 2007

J.P. MORGAN SECURITIES INC.

CRD#: 18718

APPLETON, 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

Wisconsin
(5/8/2019)

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: 1/9/2007

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 12/17/2006

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)

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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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Eric J. Trousil

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric John Trousil's CRS (Customer Relationship Summary).

Certified licenses

Experience

JOHNSON WEALTH INC.

NICOLET WEALTH MANAGEMENT

J.P. MORGAN SECURITIES INC.

J.P. MORGAN SECURITIES INC.

Primary Firm SEC Registration

JOHNSON WEALTH INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 1/9/2007

Series 7

Date: 12/17/2006

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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