Steven Robert Herbst
Investment adviser representative at Johnson Wealth Inc.
20 yearsExperience
1 stateRegistered in
$10.3BFirm assets
23 yearsFirm in business
Are you Steven Robert Herbst? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Johnson Wealth Inc.Aug 2026 to now
- Johnson BankAug 2026 to now
- Charles Schwab & Co., Inc.Apr 2021 to Aug 2026
- Charles Schwab Bank, SsbApr 2021 to Aug 2026
- UnemployedDec 2020 to Mar 2021
- TIAADec 2017 to Nov 2020
- TIAA-CREF Individual & Institutional Services, LLCDec 2017 to Nov 2020
- Fidelity Brokerage Services, LLCJul 2006 to Nov 2017
- Strategic Advisers, Inc.Jul 2006 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (WI).
Johnson Wealth Inc.
$10.3BAssets managed
2,412Clients
72Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2577565
- Firm CRD
- 125557