Unclaimed Profile

Brian Keith Andrew

JOHNSON WEALTH INC.·MILWAUKEE, Wisconsin

Series 6521 years registeredJOHNSON WEALTH INC.

555 EAST WELLS STREET, MILWAUKEE, WI 53202CRD# 2240211Firm CRD# 125557

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian Keith Andrew · MILWAUKEE, WI

Registration

CRD #2240211 · JOHNSON WEALTH INC. · 21 years registered

Brand Profile

Not yet started

Career History

MERIT FINANCIAL ADVISORS

Jan 2024 – present

JOHNSON WEALTH INC.

Sep 2016 – Jan 2024

MILWAUKEE, WI

CLEARY GULL ADVISORS INC.

Apr 2011 – Sep 2015

MILWAUKEE, WI

CLEARY GULL INC.

Mar 2011 – Sep 2015

MILWAUKEE, WI

1492 CAPITAL MANAGEMENT, LLC

Nov 2008 – May 2011

MILWAUKEE, WI

ZIEGLER CAPITAL MANAGEMENT, LLC

May 2005 – Nov 2008

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · May 31, 2005

Years registered · 21

Disclosure History

1999Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

JOHNSON WEALTH INC.

CRD 125557 · SEC 801-61862

AUM

$8.4B

Regulatory assets under management

Employees

137

2,516 client accounts

Services offered by JOHNSON WEALTH INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at JOHNSON WEALTH INC. →

Introduction

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Frequently Asked Questions

What services does Brian Keith Andrew offer?

Brian Keith Andrew specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MILWAUKEE, Wisconsin for a consultation.

What are Brian Keith Andrew's credentials?

Brian Keith Andrew is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian Keith Andrew located?

Brian Keith Andrew is based in MILWAUKEE, Wisconsin, working with JOHNSON WEALTH INC.. Their office serves clients in the MILWAUKEE metropolitan area and surrounding communities.

How does Brian Keith Andrew charge for services?

Brian Keith Andrew's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JOHNSON WEALTH INC.?

JOHNSON WEALTH INC. has approximately 137 employees and manages $8.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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