Nicole Marie Farbo
Investment adviser representative at Johnson Wealth Inc.
13 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
13 years in the industry.
- Johnson Wealth Inc.Jul 2023 to now
- Johnson BankJul 2023 to now
- LPL FinancialMar 2021 to Jul 2023
- Johnson Financial GroupJan 2020 to Jul 2023
- U.S. Bancorp Investments, Inc.May 2017 to Jan 2020
- U.S. BankMay 2017 to Jan 2020
- PNC Bank, N.A.Jan 2013 to May 2017
- PNC InvestmentsJan 2013 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
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
- 5614892
- Firm CRD
- 125557