Matthew Johnson (CRD# 6051686) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Humboldt, IA and has over 12 years of experience in the finance industry.
CRD# 3271729
Cambridge Investment Research Advisors, Inc.
CRD# 4198301
Lpl Financial LLC
CRD# 2240774
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Johnson Wealth & Income Management | Hunboldt, IA | Apr 2016 - Current | 8 |
| Sound Income Strategies, LLC | Humboldt, IA | Aug 2015 - Current | 8 |
| Trustworthy Financial, LLC | Humboldt, IA | Jul 2012 - Current | 11 |
| Johnson Insurance Agency | Humboldt, IA | Jan 1999 - Current | 25 |
| Client One Secuirites, LLC | Leawood, KS | Apr 2012 - Aug 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2012 |
- IA
-
Total Assets Under Management2,669MILLIONS
-
Total Number of Accounts20,938ACCOUNTS
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Average Account Value$127,465
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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