Eric Johnson (CRD# 7355404) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Ann Arbor, MI and has over 3 years of experience in the finance industry. Eric Johnson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4511557
Savant Wealth Management
CRD# 4216990
Strategic Blueprint, LLC
CRD# 6080268
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Plante Moran Financial Advisors | Ann Arbor, MI | Aug 2020 - Current | 3 |
| N/a | Brighton, MI | May 2020 - Aug 2020 | < 1 |
| Grand Valley State University | Allendale, MI | Aug 2019 - May 2020 | < 1 |
| Plante Moran Financial Advisors | Ann Arbor, MI | Jun 2019 - Aug 2019 | < 1 |
| Grand Valley State University | Allendale, MI | Jan 2019 - May 2019 | < 1 |
| Thomson Reuters | Ann Arbor, MI | Sep 2018 - Dec 2018 | < 1 |
| First National Bank | Howell, MI | May 2018 - Aug 2018 | < 1 |
| Grand Valley State University | Allendale, MI | Sep 2017 - May 2018 | < 1 |
| First National Bank | Howell, MI | May 2017 - Aug 2017 | < 1 |
| Grand Valley State University | Allendale, MI | Sep 2016 - May 2017 | < 1 |
| Wooden Spoon | Brighton, MI | Jun 2016 - Aug 2016 | < 1 |
| Father Gabriel Richard High School | Ann Arbor, MI | Aug 2015 - Jun 2016 | < 1 |
| Buffalo Wild Wings | Howell, MI | May 2015 - Aug 2015 | < 1 |
| Father Gabriel Richard High School | Ann Arbor, MI | Aug 2013 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2021 |
- MI
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Total Assets Under Management19,432MILLIONS
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Total Number of Accounts16,708ACCOUNTS
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Average Account Value$1,163,041
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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