Maureen Coogan Holsen
Investment adviser representative at Johnson Wealth Inc.
14 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
14 years in the industry.
- Johnson Wealth Inc.May 2026 to now
- Johnson BankMay 2026 to now
- Jerod SpaethDec 2023 to Mar 2026
- Northwestern Mutual Investment Services LLCJul 2022 to Mar 2026
- Northwestern Mutual Life Insurance CompanyJun 2022 to Dec 2023
- R&r Wealth ManagementFeb 2022 to May 2022
- Avantax Advisory ServicesNov 2021 to May 2022
- Avantax Insurance ServicesNov 2021 to May 2022
- Avantax Investment Services Inc.Nov 2021 to May 2022
- Ellenbecker Investment GroupSep 2019 to Oct 2021
- Ehlers Investment Partners, LLCNov 2012 to Sep 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
- Series 63 · Uniform Securities Agent State Law2022
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
- 5294066
- Firm CRD
- 125557