Maureen C. Holsen
Professional summary
Maureen Coogan Holsen, AIF®, CFP®, who also goes by Maureen C Holsen, Maureen Coogan Manning, Maureen Manning, Maureen C Manning, Maureen Coogan Schiel, Maureen C Schiel, Maureen Schiel, is a registered financial advisor currently at JOHNSON WEALTH INC. located in Milwaukee, Wisconsin.
Maureen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Maureen has worked at 9 firms and has passed the Series 63, Series 65, Series 7TO, Series 50, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Maureen Coogan Holsen's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2020
Experience
May 12, 2026 - Present
JOHNSON WEALTH INC.
Office #1: 555 East Wells Street Suite 1900, Milwaukee, WI 53202August 3, 2022 - March 25, 2026
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
August 3, 2022 - March 25, 2026
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
January 26, 2022 - May 18, 2022
AVANTAX INVESTMENT SERVICES, INC.
November 10, 2021 - May 18, 2022
AVANTAX ADVISORY SERVICES
September 11, 2019 - November 1, 2021
ELLENBECKER INVESTMENT GROUP
November 29, 2012 - September 6, 2019
EHLERS
December 16, 2010 - November 19, 2012
WELLS FARGO CLEARING SERVICES, LLC
December 16, 2010 - November 19, 2012
WELLS FARGO CLEARING SERVICES, LLC
January 6, 2009 - November 18, 2010
ALLSPRING FUNDS MANAGEMENT, LLC
March 14, 2007 - November 18, 2010
ALLSPRING FUNDS DISTRIBUTOR, LLC
Primary Firm SEC Registration
JOHNSON WEALTH INC.
CRD#: 125557 / SEC#: 801-61862
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/12/2026)
Exams
Series 7TO
Date: 1/25/2022
General Securities Representative ExaminationCurrent Firm
JOHNSON WEALTH INC.
CRD#: 125557 / SEC#: 801-61862
Contact information
SEC notice filing (45 States and Territories)
Documents
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 | ||
| 01/27/2025 | ||
| 10/25/2023 | ||
| 12/21/2022 |
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.
Company Information
JOHNSON WEALTH INC.
CRD#: 125557Milwaukee, WI 53202TRUST BUT VERIFY
Monitor Maureen Holsen
Get automatic monthly alerts on:
