Johnson Financial Group

Johnson Financial Group is a privately held company based in Wisconsin, offering a range of banking, wealth management, and insurance services. It operates through various subsidiaries, including Johnson Bank and Cleary Gull Advisors, and has a significant presence in both Wisconsin and Arizona. The company employs over 180 individuals and provides personal and commercial insurance, risk management, and consulting services through its insurance agency, Johnson Insurance. Clients benefit from integrated financial solutions, making Johnson Financial Group a comprehensive provider of financial services.

Dominic Ceci

Chief Investment Officer

2 past transactions

Monterey Benefits

Acquisition in 2016
Monterey Benefits combine two privately held, locally owned, industry leading insurance agencies, delivering strong, quality insurance results for clients. We believe this combination will provide even more value for you in the future. We welcome Monterey Benefits to Johnson Insurance.

Cleary Gull Advisors

Acquisition in 2016
Cleary Gull Advisors providing advice on domestic and cross border sales, mergers, acquisitions, private debt and equity capital as well as other financial advisory services.
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