Michael JohnsonCRD Number: 1514857
Current Firm: N.e.w. Advisory Services, LLC
Michael Johnson (CRD# 1514857) is an Investment Advisor Representative working at N.e.w. Advisory Services, LLC in Hobart, WI and has over 34 years of experience in the finance industry. Michael 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.
Lpl Financial LLC
Advisors Management Group Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|N.e.w. Advisory Services, LLC||Hobert, WI||Nov 2017 - Current||3|
|Geneos Wealth Managment Inc.||Hobart, WI||Nov 2017 - Current||3|
|Johnson Wealth Management, Inc.||Hobart, WI||Feb 1988 - Current||32|
|Sii Investments, Inc.||Greenbay, WI||Jun 1988 - Nov 2017||29|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1986|
Total Assets Under Management655MILLIONS
Total Number of Accounts2,441ACCOUNTS
Average Account Value$268,482
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CO, FL, IL, LA, MI, MN, TX, WI
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