Matthew Johnson, financial advisor Hastings NE

Matthew Johnson

CRD Number: 6435487
Current Firm: Independent Financial Partners

Matthew Johnson (CRD# 6435487) is an Investment Advisor Representative working at Independent Financial Partners in Hastings, NE and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Independent Financial Partners Tampa, FL Jul 2019 - Current 4
Ifp Securities, LLC Tampa, FL Jun 2019 - Current 4
Unemployed 8305 S 49th St, NE Jul 2018 - Jun 2019 < 1
Td Ameritrade Omaha, NE Jan 2015 - Jul 2018 3
Unemployed Omaha, NE Oct 2014 - Dec 2014 < 1
Nissan Of Omaha Omaha, NE Jun 2014 - Oct 2014 < 1
Markel Bmw Omaha, NE Jun 2013 - Jun 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2015
S65 NASAA Investment Advisors Law Examination Sep 2019
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Matthew S. Johnson
Phone Number: 813-341-0960
Registered State(s):
  • AZ
  • AR
  • CA
  • CO
  • DE
  • FL
  • IL
  • IA
  • KS
  • MD
  • MS
  • MO
  • NE
  • NV
  • OH
  • OK
  • OR
  • PA
  • SC
  • SD
  • TX
  • VA
  • WI
By the Numbers
  • Total Assets Under Management
    9,761
    MILLIONS
  • Total Number of Accounts
    37,391
    ACCOUNTS
  • Average Account Value
    $261,062
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, VI, VT, WA, WI, WV, WY

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