Alex G Pudlo
Investment adviser representative at Johnson Wealth Inc.
15 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$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
15 years in the industry.
- Johnson Wealth Inc.Mar 2022 to now
- Johnson BankMar 2022 to now
- State Bank of Cross PlainsJul 2019 to Feb 2022
- LPL Financial LLCAug 2018 to Feb 2022
- Union Bank & TrustAug 2018 to Jul 2019
- Massmutual Life Insurance CoDec 2011 to Jun 2018
- MML Investors Services, LLCDec 2011 to Jun 2018
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2012
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
- 6006061
- Firm CRD
- 125557