Claire Renee Wordell
Investment adviser representative at Johnson Wealth Inc.
12 yearsExperience
1 stateRegistered in
$10.3BFirm assets
23 yearsFirm in business
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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
12 years in the industry.
- Johnson BankNov 2025 to now
- Johnson Wealth Inc.Oct 2022 to now
- U.S. BankJan 2021 to Oct 2022
- U.S. BankJul 2020 to Aug 2020
- Thrivent FinancialMay 2019 to Aug 2019
- Wisconsin Lutheran CollegeAug 2017 to Dec 2020
- Ups StoreJun 2014 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
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
- 7094492
- Firm CRD
- 125557