Karla K. Losey
Investment adviser representative at Johnson Wealth Inc.
22 yearsExperience
1 stateRegistered 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
22 years in the industry.
- Johnson BankSep 2024 to now
- Johnson Wealth Inc.Sep 2024 to now
- National Exchange Bank & TrustJun 2021 to Sep 2024
- UnemployedJan 2021 to May 2021
- Associated Investment Services, Inc.Mar 2005 to Dec 2020
- Associated BankDec 2004 to Dec 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
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
- 4674510
- Firm CRD
- 125557