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APPOINTMENT REQUEST

Johnson Financial Group
100 E. Wisconsin Ave, Suite 2400
Milwaukee, WI 53202

Phone: (414) 291-4508
Fax: (414) 270-2241

Bob Schneider

VP Wealth Advisor
CFP, RICP®

Mr. Schneider specializes in providing clients with the educational information and tools necessary to make informed decisions regarding their financial planning goals. Bob uses his financial planning experience to help individuals and families plan for and enjoy their retirement years.

Experience

  • BBA - St. Norbert College
  • Over 17 years of industry experience working for firms in the Milwaukee area including Merrill Lynch, Northwestern Mutual and JP Morgan

Community Involvement

  • Member Financial Planning Associate of WI
  • Member Milwaukee Estate Planning Forum
  • Board Director of the Society for Financial Service Professionals, Milwaukee Chapter

Certain advisors are employees of Johnson Bank and Johnson Wealth, Inc. Additional information about Johnson Wealth, Inc. and its advisors is available on the SEC’s website at www.adviserinfo.sec.gov. Johnson Financial Group and its affiliates do not provide legal or tax advice. Please consult your own professional advisors.

 

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