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 4 years of experience in the finance industry.

Similar Advisors
Steve Bedford, financial advisor Humboldt IA
Steve Bedford
CRD# 5151472
Northwestern Mutual Investment Services,llc
Score
96
Similar Advisors
Gary Kamrath, financial advisor Humboldt IA
Gary D. Kamrath
CRD# 1273440
Northwestern Mutual Investment Services,llc
Score
96
Similar Advisors
Shelley Magnani, financial advisor Humboldt IA
Shelley K. Magnani
CRD# 2132078
Lpl Financial LLC
Score
96
Company Name Location Dates Years
Sound Income Strategies, LLC Humboldt, IA Jul 2015 - Current 1
Johnson Insurance Agency Hardy, IA Mar 2002 - Current 14
Trustworthy Financial LLC Humboldt, IA Jan 1999 - Current 17
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
    112
    MILLIONS
  • Total Number of Accounts
    1,442
    ACCOUNTS
  • Average Account Value
    $77,769
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, CA, CT, FL, GA, IA, ID, IL, KS, MI, MO, MT, NE, NJ, NY, PA, TN, TX, VA, WA, WI

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.