Van Johnson, financial advisor Alva OK

Van Johnson

CRD Number: 6622261
Current Firm: Avantax Advisory Services

Van Johnson (CRD# 6622261) is an Investment Advisor Representative working at Avantax Advisory Services in Alva, OK and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Summit Wealth Management Alva, OK Dec 2020 - Current < 1
Summit Wealth Strategies, LLC Alva, OK May 2019 - Current 2
Summit Real Estate Holdings, LLC Balko, OK Feb 2019 - Current 2
Avantax Insurance Agency LLC Alva, OK Aug 2018 - Current 3
Avantax Investment Services, Inc. Alva, OK Jan 2018 - Current 3
Alva Gold & Country Club Alva, OK Jan 2016 - Current 5
Enj Financial LLC Alva, OK May 2016 - May 2019 3
Wymer Brownlee Enid, OK Nov 2014 - May 2016 1
Unemployed Hennessey, OK Nov 2013 - Nov 2014 1
Steve Knox Cpa Alva, OK Jan 2007 - Nov 2013 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2018
Contact Info for Van M. Johnson
Phone Number: 972-870-6000
Registered State(s):
  • OK
By the Numbers
  • Total Assets Under Management
    30,249
    MILLIONS
  • Total Number of Accounts
    99,251
    ACCOUNTS
  • Average Account Value
    $304,777
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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