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APPOINTMENT REQUEST

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

Phone: (414) 291-3856
Fax: (414) 270-2241

Robert Warner

Executive Vice President
ChFC®, AEP®, CLU®

Mr. Warner specializes in helping clients achieve their financial, retirement and estate planning goals with emphasis on retirement income, estate conservation and family wealth transfer planning. In addition to his executive responsibilities, he is actively involved in new business development and client service.

Experience

  • ChFC® Chartered Financial Consultant -- The American College
  • AEP® Accredited Estate Planner -- The American College
  • CLU® Chartered Life Underwriter -- The American College
  • BS Management Supervision -- Purdue University

Community Involvement

  • Member: SFSP™ Society of Financial Service Professionals
  • Past President of SFSP™ Society of Financial Service Professionals, Milwaukee Chapter
  • Member: Milwaukee Estate Planning Forum
  • Life Member: The Million Dollar Round Table

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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