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Daniel Brunner

Senior Vice President - Finance at Johnson Wealth

Officer record from the firm’s Form ADVForm ADV filed 27 March 2026

Daniel Brunner is Senior Vice President - Finance of Johnson Wealth Inc., a Milwaukee investment adviser.

Role at Johnson Wealth

Title on Schedule A
Senior Vice President - Finance
Control
Daniel Brunner is not a control person of Johnson Wealth.
Ownership
An individual ownership band is not available in the source record.
Tenure
Daniel Brunner has held the filed role since April 2018.

The firm

Johnson Wealth Inc.
Milwaukee, WI

Form ADV filed 27 March 2026

$10.3B AUM2,412 clients71 advisers8 offices

Career on record

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Daniel Brunner is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Daniel Brunner
CRD
7038018
Firm
Johnson Wealth Inc.
Record basis
Form ADV officer listing

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Common questions

Where does Daniel Brunner work?

Daniel Brunner has been Senior Vice President - Finance of Johnson Wealth Inc. since April 2018.

Source: Form ADV, Schedule A, filed 27 March 2026

Leadership at Johnson Wealth

Sources

  1. IAPD individual lookup, CRD 7038018. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Johnson Wealth Inc., filed 27 March 2026. Title, control and ownership bands.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Daniel Brunner or Johnson Wealth Inc. and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.