DH
Damir Hadzalic
JOHNSON WEALTH
Milwaukee, WI 53202
Some features on this profile are disabled
CRD#: 6980239
DH
Professional summary
Damir Hadzalic is a registered financial advisor currently at JOHNSON WEALTH INC. located in Milwaukee, Wisconsin.
Damir is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Damir has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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; Vice President - Fixed Income Portfolio Manager; May, 2022; full-time fixed income portfolio manager and dual employee of Johnson Bank and Johnson Wealth Inc.
CRS (Client Relationship Summary) - RIA
Click below to view Damir Hadzalic's 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®
NoneExperience
Current
August 3, 2018 - Present
JOHNSON WEALTH INC.
Office #1: 555 East Wells Street Suite 1900, Milwaukee, WI 53202RIA
CRD#: 125557
Milwaukee, 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".
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 - (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(8/3/2018)
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 - (3/4/2003 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
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 | ||
| 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 Damir Hadzalic
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
