Mark JohnsonCRD Number: 5610120
Current Firm: Stifel, Nicolaus & Company, Incorporated
Mark Johnson (CRD# 5610120) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Kalispell, MT and has over 7 years of experience in the finance industry.
Stack Financial Management Inc.
State Farm Investment Management Corp.
|Stifel Nicolaus & Co Inc.||Kalispell, MT||Aug 2015 - Current||1|
|Bank Of America, N.a.||Kalispell, MT||Sep 2009 - Aug 2015||5|
|High Country Development Corporation||Columbia Falls, MT||May 1995 - Dec 2010||15|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Kalispell, MT||Oct 2008 - Sep 2009||< 1|
|Meadow Lake Development Corporation||Columbia Falls, MT||May 1997 - Oct 2008||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2009|
Total Assets Under Management38,401MILLIONS
Total Number of Accounts115,441ACCOUNTS
Average Account Value$332,650
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV