For immediate release:
ctenuta@johnsonbank.com
5/14/13
Racine, WI.—Johnson Investment Services, part of Wisconsin owned Johnson Bank, announced today it has reached a significant milestone – $1 Billion of assets under management.
“Breaking the billion dollar mark is a tremendous accomplishment,” said Jack Nelson SVP – Financial Advisors Sales Manager. “We can attribute this achievement to our client focus, financial planning approach and rigorous investment discipline. All of this is delivered by one of the best Advisor teams in the Industry,” added Nelson.
Known for attracting highly experienced and educated advisors, Johnson Investment Services continues to advise more than 8,500 families and businesses on how to achieve their Financial and Retirement Planning goals.
For more than 25 years, Johnson Investment Services, through INVEST Financial Corporation (INVEST), has made available financial planning, brokerage and investment services to their clients INVEST is a full-service broker-dealer specializing in developing innovative financial solutions for advisors and their clients.
Johnson Investment Services is a member of Johnson Financial Group, a premier financial services company offering comprehensive financial solutions in the areas of banking, trust, insurance, investment management and leasing. The $3.2 billion financial services company has operating companies in Wisconsin and Arizona. Principal owners of Johnson Financial Group are members of the Samuel C. Johnson family. Helen Johnson-Leipold is Chairman of Johnson Financial Group and Chairman, Chief Executive Officer and Chairman of the Board of Johnson Outdoors Inc. in Racine, Wisconsin. For more information visit www.johnsonbank.com and www.johnsonins.com
About INVEST Financial Corporation
INVEST Financial Corporation (www.investfinancial.com), a subsidiary of the National Planning Holdings, Inc.® (NPH®) independent broker-dealer network, is a full-service broker-dealer based in Tampa, Fla., specializing in developing innovative financial solutions for advisors and their clients. NPH is an affiliate of Jackson National Life Insurance Company® (Jackson®, www.jackson.com), a leading provider of retirement solutions.
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