Aaron JohnsonCRD Number: 5501671
Current Firm: Wealthplan Partners
Aaron Johnson (CRD# 5501671) is an Investment Advisor Representative working at Wealthplan Partners in Corona, CA and has over 8 years of experience in the finance industry.
Rs Crum Inc.
Rs Crum Inc.
Asset Planning, Inc.
|Wealthplan Partners||Omaha, NE||Feb 2016 - Current||1|
|Lpl Financial LLC||Corona, CA||Feb 2016 - Current||1|
|National Planing Corporation||Corona, CA||Apr 2008 - Feb 2016||7|
|Trilogy Capital, Inc.||Corona, CA||Nov 2015 - Jan 2016||< 1|
|Trilogy Financial Services||Corona, CA||Mar 2008 - Jan 2016||7|
|Archangel Printing||Upland, CA||Aug 2007 - Mar 2008||< 1|
|Pool Chlor||Upland, CA||Aug 2006 - Mar 2008||1|
|University In Spain||Madrid,||Aug 2005 - Aug 2006||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2008|
|S65||NASAA Investment Advisors Law Examination||Jun 2009|
Total Assets Under Management1,657MILLIONS
Total Number of Accounts12,200ACCOUNTS
Average Account Value$135,789
- 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
- Pension consulting services
AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.