Catherine Johnson, financial advisor Chippewa Falls WI
93 score

Catherine Johnson

CRD Number: 4575692
Current Firm: Raymond James Financial Services Advisors, Inc.

Catherine Johnson (CRD# 4575692) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Chippewa Falls, WI and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Insurance-non Variable Chippewa Falls, WI Jun 2012 - Current 4
Raymond James Financial Services Advisors Inc. Chippewa Falls, WI Aug 2011 - Current 5
Raymond James Financial Services Chippewa Falls, WI Jul 2011 - Current 5
Fries Financial Group Chippewa Falls, WI Jul 2011 - Current 5
Axa Advisors, LLC New York, NY Aug 2002 - Jul 2011 8
Midwest Professional Planners, Ltd. Bloomer, WI Mar 2010 - May 2011 1
Midwest Professional Planners, Ltd. Eau Claire, WI Oct 2009 - May 2011 1
Midwest Professional Planners, Ltd. Chippewa Falls, WI Nov 2003 - Oct 2009 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2002
Contact Info for Catherine A. Johnson
Phone Number: 727-567-5877
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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
  • Pension consulting services
  • 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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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