Matthew Johnson, financial advisor Humboldt IA
90 score

Matthew Johnson

CRD Number: 6051686
Current Firm: Sound Income Strategies, LLC

Matthew Johnson (CRD# 6051686) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Humboldt, IA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Sound Income Strategies, LLC Humboldt, IA Jul 2015 - Current 2
Johnson Insurance Agency Hardy, IA Mar 2002 - Current 15
Trustworthy Financial LLC Humboldt, IA Jan 1999 - Current 18
Client One Secuirites, LLC Leawood, KS Apr 2012 - Aug 2015 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2012
Contact Info for Matthew P. Johnson
Phone Number: (914) 921-2505
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    320
    MILLIONS
  • Total Number of Accounts
    1,450
    ACCOUNTS
  • Average Account Value
    $220,690
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AZ, CA, CT, FL, GA, HI, IA, ID, IL, KS, MI, MO, MT, NC, NE, NJ, NY, OH, OK, PA, TN, TX, VA, WA, WI

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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