Kalvin Johnson (CRD# 6462773) is an Investment Advisor Representative working at Brokers Financial in Urbandale, IA and has over 8 years of experience in the finance industry.
CRD# 6104973
Black Mammoth LLC
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 4343046
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brokers International Financial Services | Johnston, IA | Mar 2023 - Current | 1 |
| Jf Capital, LLC | West Des Moines, IA | Jun 2020 - Current | 3 |
| Jf Holdings, LLC | West Des Moines, IA | Jun 2018 - Current | 5 |
| Heartland Retirement Group | Johnston, IA | May 2018 - Current | 6 |
| Redi Group, LLC | West Des Moines, IA | Aug 2017 - Current | 6 |
| Gladstone Wealth Partners | Johnston, IA | Dec 2022 - Mar 2023 | < 1 |
| Gradient Wealth Management | Arden Hills, MN | Feb 2022 - Dec 2022 | < 1 |
| Gradient Securities, LLC | Arden Hills, MN | Sep 2018 - Dec 2022 | 4 |
| Fbl Marketing Services, LLC | West Des Moines, IA | Jul 2016 - May 2018 | 1 |
| Farm Bureau Financial Services | West Des Moines, IA | Jun 2016 - May 2018 | 1 |
| Bankers Life Securities, Inc. | West Des Moines, IA | May 2016 - Jun 2016 | < 1 |
| Bankers Life | West Des Moines, IA | Apr 2011 - Jun 2016 | 5 |
| Proequities Inc. | West Des Moines, IA | Feb 2015 - May 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2015 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2022 |
- IA
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Total Assets Under Management2,000MILLIONS
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Total Number of Accounts11,566ACCOUNTS
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Average Account Value$172,960
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, 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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