Aaron Johnson, financial advisor Corona CA
93 score

Aaron Johnson

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Aaron N. Johnson
Phone Number: 402-333-5454
Firm Website: http://feltzwp.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,657
    MILLIONS
  • Total Number of Accounts
    12,200
    ACCOUNTS
  • Average Account Value
    $135,789
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

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

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

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