Unclaimed Profile

Ronald Edward Lehmann

JOHNSON WEALTH INC.·MILWAUKEE, Wisconsin

Series 6, Series 7, Series 63Clean record25 years registeredJOHNSON WEALTH INC.

555 EAST WELLS STREET, MILWAUKEE, WI 53202CRD# 2842307Firm CRD# 125557

Profile Verification

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

Identity

Ronald Edward Lehmann · MILWAUKEE, WI

Registration

CRD #2842307 · JOHNSON WEALTH INC. · 25 years registered

Brand Profile

Not yet started

Career History

JOHNSON WEALTH INC.

Jan 2024 – present

VIRCHOW KRAUSE WEALTH MANAGEMENT LLC

Oct 2000 – Jan 2005

MADISON, WI

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Registration record

First registered · October 10, 2000

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

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

Speak with Ronald

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Ronald is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MILWAUKEE?

Browse all registered financial advisors in MILWAUKEE, Wisconsin or claim this profile if it's yours.

Browse MILWAUKEE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Ronald Edward Lehmann offer?

Ronald Edward Lehmann specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MILWAUKEE, Wisconsin for a consultation.

What are Ronald Edward Lehmann's credentials?

Ronald Edward Lehmann is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ronald Edward Lehmann located?

Ronald Edward Lehmann is based in MILWAUKEE, Wisconsin, working with JOHNSON WEALTH INC.. Their office serves clients in the MILWAUKEE metropolitan area and surrounding communities.

How does Ronald Edward Lehmann charge for services?

Ronald Edward Lehmann'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →