Robert Schneider

Financial advisor at Johnson Wealth Inc. · Milwaukee, WI

Last updated 2026-10-10

Claim your profile

Robert Schneider is a financial advisor at Johnson Wealth Inc. in Milwaukee, WI, CRD 3253523. Licenses and exams on the registration: Series 66. IAPD registration began 2004-06-17.

Registration

CRD number
3253523
Registration status
Active
IAPD registration
2004-06-17
Industry Experience
22 years
Work Experience
10 years
States registered
TX, WI

Licenses and exams

  • Series 66

Designations

  • CFP®

Work history

  • 2016-04 to 2021-01 · Johnson Wealth Inc. · Milwaukee, WI
  • 2021-01 to 2025-01 · Johnson Wealth Inc · Milwaukee, WI
  • 2022-05 to 2025-01 · Johnson Bank · Milwaukee, WI
  • 2025-01 to 2026-06 · Wealth Enhancement Group · Milwaukee, WI
  • 2025-01 to 2026-06 · Wealth Enhancement Advisory Services · Milwaukee, WI
  • 2026-07 to Present · Johnson Wealth Inc · Milwaukee, WI
  • 2026-07 to Present · Johnson Bank · Milwaukee, WI

Current employment

SEC IAPD record for Robert Schneider

Johnson Wealth Inc.

Regulatory AUM
$10,348,426,272
Registered advisors
73
Offices
12
Clients per advisor
33.0 (Low)
Average AUM per client
$4.3M (Moderate)
High-net-worth client ratio
85.3% (Very high)

Johnson Wealth Inc.: advisors, services and reported ETF investments

About

Robert Schneider is a CFP® financial advisor at Johnson Wealth Inc. in Milwaukee, WI. Reported securities licenses include Series 66. The latest record indicates 22 years of industry experience and 10 years of reported work history. Reported roles include Johnson Bank, Wealth Enhancement Group, Wealth Enhancement Advisory Services, among others.

SEC disclosures list additional business and community activities: Johnson Bank; Investment-Related Affiliate; 555 E Wells.

Johnson Wealth Inc.'s firm-level Form ADV reports 73 advisors across 12 offices; approximately 33.0 clients per advisor, average assets per client of $4,290,392, and regulatory AUM of $10.3B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities, Other investment advisers; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.

What this firm offers

Filed by Johnson Wealth Inc. on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Sells Non-Advisory Products or Services
  • Other Investment Adviser (Incl. Financial
  • Banking or Thrift Institution

Location

555 East Wells Street, Milwaukee, WI 53202

40 advisors at this office.

Johnson Wealth office in Milwaukee, WI

Open in Google Maps

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

Are you Robert Schneider?

Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.