Charles Johnson (CRD# 7339525) is an Investment Advisor Representative working at Differential Planning LLC in Fort Morgan, CO and has over 13 years of experience in the finance industry.
CRD# 5216850
Ica Group Wealth Management, LLC
CRD# 6425740
Edward Jones
CRD# 5400026
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Differential Planning LLC | Fort Morgan, CO | Jan 2021 - Current | 3 |
| Great West Investments | Greenwood Village, CO | Mar 2014 - Mar 2021 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2010 |
- CO
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts51ACCOUNTS
-
Average Account Value$21,882
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CO
About Wealthminder
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 derived from SEC.gov data covering 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.
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.