Joseph Johnson, financial advisor Crystal Lake IL

Joseph Johnson

CRD Number: 4549837
Current Firm: Avantax Advisory Services

Joseph Johnson (CRD# 4549837) is an Investment Advisor Representative working at Avantax Advisory Services in Crystal Lake, IL and has over 19 years of experience in the finance industry. Joseph 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.

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Professional Designations
Company Name Location Dates Years
Strategize Wealth Management Group Inc. Orland Park, IL Jan 2023 - Current 1
Strategize Wealth Management Group Inc. Orland Park, IL Jan 2023 - Current 1
Ferdie Lee LLC Crystal Lake, IL Nov 2015 - Current 8
Avantax Advisory Services Crystal Lake, IL Jan 2008 - Current 16
Avantax Investment Services, Inc. Crystal Lake, IL Apr 2004 - Current 19
Martin Johnson Tax & Financial Services Crystal Lake, IL Jan 2006 - Jul 2014 8
Martin Accounting And Tax Service Crystal Lake, IL Jul 1998 - Jul 2014 16
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2004
Contact Info for Joseph F. Johnson
Phone Number: 972-870-6000
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    30,968
    MILLIONS
  • Total Number of Accounts
    123,393
    ACCOUNTS
  • Average Account Value
    $250,972
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
  • 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, VT, WA, WI, WV, WY

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