Our Qualifications
Mike Johnson's Qualifications:
- Registered Securities Representative since 1986
- Investment Advisor Representative through N.E.W. Advisory Services, LLC
- State of Wisconsin licensed life, health, and disablity insurance agent since 1986
- Graduated from Universtity of Wisconsin at Whitewater in 1986 with a Bachelors of Business Administration in Finance with an emphasis in Financial Planning
Peter Johnson's Qualifications:
- Registered with FINRA since 2017
- Series 7, 66, 63, Life licensed
- 7 years of industry experience and 4 years working at fortune 500 companies
- Graduated from University of Wisconsin Milwaukee in 2012 with a Bachelor's degree in Business Finance.
Financial advisers that have security licenses must be affiliated with a broker/dealer. We've chosen Geneos Wealth Management, Inc. an elite and successful independent broker/dealer. This relationship ensures that you will receive access to a wide variety of investment choices to complement your financial goals. It also allows us to serve you in a seamless, efficient manner by providing back-office, investment, compliance and technology support.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and 
in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.