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Ronald Lehmann

Chief Administrative Officer at Johnson Wealth

Investment adviser registrationMilwaukee, WISEC record checked 17 October 2026

7
Years in the industry
2
Years at the firm
2
Adviser firms
1
State registrations

IAPD record retrieved 17 October 2026SEC record

Ronald Lehmann is Chief Administrative Officer of Johnson Wealth Inc., a Milwaukee investment adviser managing $10.3B. Ronald Lehmann has been registered through Johnson Wealth since 15 January 2024, has 7 years in the industry across 2 firms and has passed the Series 6, Series 63 and Series 7.

Role at Johnson Wealth

Title on Schedule A
Chief Administrative Officer
Control
Ronald Lehmann is not a control person of Johnson Wealth.
Ownership
An individual ownership band is not available in the source record.
Tenure
Ronald Lehmann has held the filed role since April 2024.

The firm

Johnson Wealth Inc.
Milwaukee, WI

Form ADV filed 27 March 2026

$10.3B AUM2,412 clients71 advisers8 offices

Career on record

Ronald Lehmann has been registered through Johnson Wealth since January 2024, and before that through Virchow Krause Wealth Management LLC.

Firms and exams, newest first
  1. Johnson Wealth Inc.Current
    – present · 3 years
    Milwaukee, WI · Adviser representative · Firm CRD 125557
  2. Virchow Krause Wealth Management LLC
    – · 4 years
    Madison, WI · Adviser representative · Firm CRD 111264
  3. Passed Series 7 · 2000
  4. Passed Series 6 and Series 63 · 1998

Registrations and exams

Ronald Lehmann has a current investment-adviser registration in Wisconsin and has passed 3 qualifying exams.

Wisconsin15 January 2024
Scope
Investment adviser representative
Status
Approved

Examinations

Series 639 October 1998
Name
Uniform Securities Agent State Law Examination
Series 76 March 2000
Name
General Securities Representative Examination
Series 68 October 1998
Name
Investment Company Products/Variable Contracts Representative Examination

Individual record

Full name
Ronald Edward Lehmann
CRD
2842307
Firm
Johnson Wealth Inc.
Registration status
Investment adviser registration
Office
555 EAST WELLS STREET, SUITE 1900, Milwaukee, WI 53202

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 Ronald Lehmann work?

Ronald Lehmann has been Chief Administrative Officer of Johnson Wealth Inc. since April 2024.

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

Is Ronald Lehmann a financial advisor?

Yes. Ronald Lehmann has a current investment-adviser registration in Wisconsin, through Johnson Wealth since January 2024, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

How many years of experience does Ronald Lehmann have?

Ronald Lehmann has worked in the financial industry for 7 years as of 17 October 2026, counted from 13 October 2019, across 2 adviser firms.

Source: IAPD individual record, checked 17 October 2026

What exams has Ronald Lehmann passed?

Ronald Lehmann has passed 3 licensing exams: the Series 6, Series 63 and Series 7. The earliest, the Series 6, was passed in October 1998.

Source: IAPD individual record, checked 17 October 2026

Where did Ronald Lehmann work before Johnson Wealth?

Before Johnson Wealth, Ronald Lehmann was registered through Virchow Krause Wealth Management LLC, October 2000 to January 2005.

Source: IAPD individual record, checked 17 October 2026

Where is Ronald Lehmann based?

Ronald Lehmann’s registered office is in Milwaukee, WI.

Source: IAPD individual record, checked 17 October 2026

Leadership at Johnson Wealth

Sources

  1. IAPD individual record, CRD 2842307. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Johnson Wealth Inc., filed 27 March 2026. Title, control and ownership bands.

Retrieved 17 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 Ronald Lehmann or Johnson Wealth Inc. and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.