Agatha Johnson, financial advisor Aberdeen SD

Agatha Johnson

CRD Number: 2425275
Current Firm: Willkate Wealth Management, LLC

Agatha Johnson is founder and owner of Prosperity Wealth Management LLC, a fee only registered investment advisory firm focused on working with families and individual wealth. After years of working in the banking and financial services industry, Agatha found the most important element was to gain greater insight to each person as an individual and the family as a whole. She found the importance of helping families and individuals clarify what brings meaning, value and purpose to their lives.

 

Agatha Johnson first became a Certified Financial Planner® then continued to obtain the Certified Private Wealth Advisor™ at the Booth School of Business in Chicago, Illinois through IMCA. This certification focused on the needs of families with wealth both in business and as individuals. This certification compliments her certification as a financial planner, but she felt there was one more element that was important, which was the soft side to align with the technical skills. To enhance her ability when working with families with wealth she earned her certification as an Executive Coach and her certification in administering the Meyers Briggs assessments I and II.

 

Agatha is also a member of the National Association of Personal Financial Advisors.

Membership in NAPFA and the NAPFA-Registered Financial Advisor designation are available only to Fee-Only financial advisors who meet NAPFA's stringent membership qualifications. Those standards require advisors to receive compensation only directly from their clients, to act in clients' fiduciary interests at all times, and to provide comprehensive planning services. In addition, NAPFA has some of the industry's most rigorous education and training requirements. All candidates for membership are required to submit a complete comprehensive financial plan for a full-scale peer review. Furthermore, NAPFA's continuing education requirements exceed those of any other association of financial advisors.

 

In contrast to most financial professionals, NAPFA members receive no commissions or other rewards for selling financial products. Those forms of compensation create potential conflicts of interest that may serve to undermine an advisor's objectivity and fiduciary responsibility. It is for this reason that all NAPFA members must sign the Fiduciary Oath that explicitly promises to "to place the clients' interests first."

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Professional Designations
Company Name Location Dates Years
Generations To Generations LLC Arberdeen, SD May 2013 - Current 9
Prosperity Wealth Management, LLC Aberdeen, SD Mar 2013 - Current 9
Trustee For Conservator For Chrisma Shulte Aberdeen, SD Mar 2008 - Current 14
Conservator For Chrisma Shulte Aberdeen, SD May 2006 - Current 16
Kappenman Limited Partner Aberdeen, SD Aug 2003 - Current 19
Securities America, Inc. Aberdeen, SD Sep 2005 - Mar 2013 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1995
S65 NASAA Investment Advisors Law Examination Oct 1997
S66 NASAA Uniform Combined State Law Examination Aug 2002
Contact Info for Agatha K. Johnson
By the Numbers
  • Total Assets Under Management
    39
    MILLIONS
  • Total Number of Accounts
    99
    ACCOUNTS
  • Average Account Value
    $393,940
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

SD

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