Brett Andrew Staaland
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
23 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Johnson Wealth Inc.Jun 2025 to now
- Johnson BankJun 2025 to now
- United Bankers' BankMar 2022 to May 2025
- Bankers' Bank of MadisonFeb 2019 to Mar 2022
- Raymond James Financial Services Advisors Inc.Feb 2017 to Feb 2019
- Raymond James Financial Services, Inc.Jan 2017 to Feb 2019
- Thebank of EdwardsvilleJan 2017 to Feb 2019
- UnemployedNov 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (WI).
Johnson Wealth Inc.
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 4394353
- 125557