Wade Johnson (CRD# 4292446) is an Investment Advisor Representative working at Strategic Asset Management LLC in Iowa City, IA and has over 23 years of experience in the finance industry.
CRD# 5362122
Cedar Point Capital Partners, LLC
CRD# 4525922
Lpl Financial LLC
CRD# 4187389
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Strategic Asset Management | Rochester, MN | Jan 2021 - Current | 3 |
| Ridgeline Financial Strategies | Cascade, IA | Feb 2020 - Current | 4 |
| Star Capital Inc. | Cascade, IA | Mar 2020 - Dec 2020 | < 1 |
| Northwest Bank And Trust | Davenport, IA | Sep 2019 - Feb 2020 | < 1 |
| Rda Financial Network | Coralville, IA | Sep 2017 - Sep 2019 | 2 |
| N/a | Cedar Rapids, IA | Apr 2016 - Sep 2017 | 1 |
| Berthel Fisher And Company | Cedar Rapids, IA | Sep 2015 - Apr 2016 | < 1 |
| At Financial Advisors | Dubuque, IA | Aug 2007 - Aug 2015 | 8 |
| American Trust & Savings | Dubuque, IA | Aug 2007 - Aug 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2000 |
- IA
- MN
-
Total Assets Under Management118MILLIONS
-
Total Number of Accounts566ACCOUNTS
-
Average Account Value$208,662
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
IA, IL, MN, NC, TX
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