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Lee Johnson

Advisor Image
Lee Johnson
Financial Advisor
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Part of the Muskego Lakes Financial Advisors practice
W188S7820 Racine Ave., Ste 200
Muskego, WI 53150
Higher Education Planning
Tax Efficient Planning
Young Families
Healthcare Professionals
Retirement Planning
Business Owners
About Lee Johnson

I strive to provide personalized financial guidance to people at all stages of life. We view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. I'm here to help you do just that. Whether you're considering life insurance, investments, college planning, or simply need financial guidance, I am here for you every step of the way.

In my free time, you'll find me spending time with my wife Sarah, daughter Lola, family and friends, or on the golf course.


My qualifications
  • Bachelors of Business Administration/Management, Wisconsin Lutheran College
  • Series 7 - General Securities Representative
My state licenses
  • California(Insurance Lic. #0M73614)
  • Missouri
  • Wisconsin

Insights

View all 
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Join me for a Savvy Social Security workshop on Tuesday, October 27th! Learn how to help determine the ideal time to apply and ways to help you maximize your Social Security benefits while minimizing taxes on those benefits. Register today! 6:30 PM - Matty's Bar & Grille - Appetizers will be served. Doors open at 6:15pm. Hosted by Financial Advisors, Michael Meyer and Lee Johnson. Reserve your spot by emailing Tarri.Stanzer@thrivent.com or call 262-679-3280. Bring a friend! No products will be sold. Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
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A few other truths about life insurance: - It can be more affordable than a lot of people think. - Your work policy probably isn’t enough on its own. - Some types offer other benefits and tax advantages. See thrivent.com/social for important disclosures.
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A SEP IRA can be an attractive retirement plan option, especially if your business has few or no employees. With limited administrative burden, tax advantages and flexibility, it could be the right fit for your personal and business' financial goals. Learn more here: https://bit.ly/4vddl9V Let's chat about all the retirement plan options available to you and find the one that best meets your needs.
Office location
Muskego Location
W188S7820 Racine Ave., Ste 200
Muskego, WI 53150
Phone262-679-3280 ext. 105Hours

Monday: 9 a.m. – 4 p.m.

Tuesday – Thursday: 8 a.m. – 4 p.m.

Friday: 8 a.m. - 1 p.m.

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations