Robert Schneider
Investment adviser representative at Johnson Wealth Inc.
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$10.3BFirm assets
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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
10 years in the industry.
- Johnson Wealth Inc.Jul 2026 to now
- Johnson BankJul 2026 to now
- Wealth Enhancement Advisory ServicesJan 2025 to Jun 2026
- Wealth Enhancement GroupJan 2025 to Jun 2026
- Johnson BankMay 2022 to Jan 2025
- Johnson Wealth Inc.Apr 2016 to Jan 2025
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (TX, 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
- 3253523
- Firm CRD
- 125557