Steven Johnson, financial advisor De Pere WI
93 score

Steven Johnson

CRD Number: 5894814
Current Firm: Msi Financial Services, Inc.

Steven Johnson (CRD# 5894814) is an Investment Advisor Representative working at Msi Financial Services, Inc. in De Pere, WI and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Metlife Securities Inc. De Pere, WI Feb 2011 - Current 5
Johnson Sa Enterprises, Inc. De Pere, WI Jun 1997 - Feb 2011 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2011
S65 NASAA Investment Advisors Law Examination Feb 2013
Contact Info for Steven Johnson
Phone Number: 800-638-8378
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    13,804
    MILLIONS
  • Total Number of Accounts
    105,831
    ACCOUNTS
  • Average Account Value
    $130,432
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

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

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