Grace P Anderson
Investment adviser representative at Johnson Wealth Inc.
10 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
10 years in the industry.
- Johnson Wealth Inc.Oct 2023 to now
- Johnson BankOct 2023 to now
- Appleton Group LLCSep 2019 to Oct 2023
- UnemployedJul 2019 to Sep 2019
- Savoye Salon SPAMar 2019 to Jul 2019
- ImaginasiumJun 2016 to Mar 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
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
- 7223723
- Firm CRD
- 125557