Racine, WI Office

Team
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Johnson Wealth Inc.

Multi-team

Firm-wide stats for Johnson Wealth Inc.

Total advisors

74

Across 8 offices

Clients per advisor

30 Very Low

Avg AUM per client

$1,753,144 Very High

HNW client ratio

92% Very High

About

Johnson Wealth is an SEC‑registered investment adviser and a wholly owned subsidiary of Johnson Financial Group that advises roughly $10.35 billion in client assets for high‑net‑worth individuals, families, trusts, foundations, endowments, not‑for‑profits, business and government entities, and other investment advisers including its affiliate Johnson Bank. The firm provides discretionary and non‑discretionary portfolio management, financial planning, retirement consulting, a specialized pre‑retirement Pilot Program for airline pilots, and curated access to private investments via a third‑party technology platform.

The firm’s investment approach is long‑term and purpose‑driven, centered on asset allocation, model portfolios, and manager selection informed by a combination of qualitative analysis (the “4 Ps”) and a multivariate quantitative scoring methodology; Johnson Wealth reported approximately $8.5 billion in discretionary assets and $1.9 billion in non‑discretionary assets as of December 31, 2025. Implementation commonly uses third‑party Program Administrator platforms and external Managers, with internal oversight from an Investment Research Team that reviews manager due diligence, trade aggregation, and portfolio reallocation practices.

Noteworthy differences from many peers include its affiliation with Johnson Bank—Johnson Wealth provides subadvisory services for the bank’s wealth and retirement plan clients, shares infrastructure and personnel, and participates in referral arrangements—which the firm discloses and manages through formal policies and oversight committees. The firm also accepts other investment adviser clients, manages employee and proprietary accounts alongside client accounts, and offers niche employer‑plan solutions (including discretionary management within 401(k) brokerage windows), all of which are governed by its Code of Ethics and trade allocation procedures.

Based on Johnson Wealth Inc.

Expertise

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Income planning Wealth management

Based on Johnson Wealth Inc.

Occupation focus

Airline Pilot

Based on Johnson Wealth Inc.

Location

555 Main Street

Racine WI 53403

Advisors at this office

7

Advisors at this office

user avatar

Nicole F

CFP®, Series 66

Racine, WI

Johnson Wealth Inc.

Nicole Farbo is a CFP® with 12 years of industry experience, currently serving as a wealth advisor at Johnson Wealth Inc. and Johnson Bank. Her prior roles include positions at LPL Financial, Johnson Financial Group, U.S. Bank, and PNC Bank. She is also a commissioned notary in Wisconsin. Johnson Wealth Inc. provides investment advisory and consulting services to high-net-worth individuals, families, trusts, and various institutional clients. The firm emphasizes long-term, goal-driven asset allocation and manager selection, utilizing proprietary methodologies and offering a range of investment strategies including discretionary management and curated private investments.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Income planning Wealth management Airline Pilot
user avatar

Kathy C

CFP®, Series 63

Racine, WI

Johnson Wealth Inc.

Kathy Ciszewski is a financial advisor at Johnson Wealth Inc. in Racine, WI, holding CFP® and Series 63 credentials. Although she has no prior advisory experience, she has worked at Johnson Bank since 1999 as a Senior Vice President and Private Client Banker. She serves as a dual employee of both Johnson Bank and Johnson Wealth Inc. Johnson Wealth Inc. provides investment advisory and consulting services to a diverse client base, including high-net-worth individuals, families, trusts, and institutional entities. The firm focuses on long-term, goal-driven asset allocation and manager selection, utilizing proprietary quantitative and qualitative methodologies.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Income planning Wealth management Airline Pilot
user avatar

Eric B

Series 63, Series 65

Racine, WI

Johnson Wealth Inc.

Eric Bernal is a financial advisor with Johnson Wealth Inc. in Racine, WI, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior work includes roles at Charles Schwab and Johnson Bank. He serves as a full-time portfolio manager and is a dual employee of Johnson Bank and Johnson Wealth Inc. Johnson Wealth Inc. provides investment advisory and consulting services to high-net-worth individuals, families, trusts, not-for-profit and senior living organizations, foundations, endowments, businesses, government entities, and other investment advisers. The firm emphasizes long-term, goal-driven asset allocation and manager selection, using proprietary methodologies and offers specialized programs such as discretionary management for airline pilots’ 401(k) accounts and curated private investment options.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Income planning Wealth management Airline Pilot
user avatar

Joshua W

Series 65

Racine, WI

Johnson Wealth Inc.

Joshua Woodbury Phipps is a financial advisor at Johnson Wealth Inc. with a Series 65 license and one year of industry experience. His prior experience includes roles at Vantage Financial Partners and UMB Fund Services, among others. Johnson Wealth is an SEC-registered investment adviser and a wholly owned subsidiary of Johnson Financial Group, managing over $10 billion in client assets. The firm serves high-net-worth individuals, families, trusts, foundations, endowments, not-for-profits, business and government entities, and other advisers. Its investment approach focuses on long-term, purpose-driven strategies incorporating asset allocation, model portfolios, and manager selection supported by both qualitative and quantitative analysis.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Income planning Wealth management Airline Pilot
user avatar

Anisa D

Series 65

Racine, WI

Johnson Wealth Inc.

Anisa Dunn is a financial advisor at Johnson Wealth Inc. in Racine, WI, holding a Series 65 designation with seven years of industry experience. She has worked at Johnson Wealth Inc. and Johnson Bank since 2018 and previously held a position with Racine County from 2011 to 2018. Dunn also serves as Senior Vice President and Wealth Fiduciary Manager at Johnson Bank. Johnson Wealth Inc. provides investment advisory and consulting services to high-net-worth individuals, families, trusts, not-for-profit and senior living organizations, foundations, endowments, business and government entities, and other advisers. The firm emphasizes long-term, goal-driven asset allocation and manager selection, utilizing proprietary methodologies and offering specialized programs such as discretionary 401(k) management for airline pilots and curated private investment options.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Income planning Wealth management Airline Pilot
user avatar

Kevin T

CFP®, Series 63, Series 66

Racine, WI

Johnson Wealth Inc.

Kevin Tydrick is a financial advisor at Johnson Wealth Inc. in Racine, WI, holding the CFP® designation with one year of industry experience. He has been associated with Johnson Bank since 2015, where he serves as Vice President and Retirement Plan Services Advisor. Johnson Wealth Inc. provides investment advisory and consulting services to a diverse client base including high-net-worth individuals, families, trusts, and institutional entities. The firm emphasizes long-term, goal-driven asset allocation and manager selection using proprietary methodologies and offers specialized programs such as discretionary management for 401(k) participants, including airline pilots.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Income planning Wealth management Airline Pilot
user avatar

Scott R

Series 63, Series 65

Racine, WI

Johnson Wealth Inc.

Scott Rescigno is a financial advisor with Johnson Wealth Inc. in Racine, WI, holding Series 63 and Series 65 licenses and one year of industry experience. He has prior experience at NYLIFE Securities LLC and New York Life Insurance Company. Rescigno is also a full-time wealth advisor and dual employee at Johnson Bank. Johnson Wealth is an SEC-registered investment adviser managing approximately $10.35 billion in assets for high-net-worth individuals, families, trusts, foundations, not-for-profits, business and government entities, and other advisers. The firm employs a long-term, purpose-driven investment approach focused on asset allocation, model portfolios, and manager selection using both qualitative and quantitative analysis.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Income planning Wealth management Airline Pilot
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