Robert JohnstonCRD Number: 4545655
Current Firm: Principal Securities, Inc.
Robert Johnston (CRD# 4545655) is an Investment Advisor Representative working at Principal Securities, Inc. in Milwaukee, WI and has over 14 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Union Financial Inc.||Milwaukee, WI||Mar 2015 - Current||2|
|Special Needs Planning||Milwaukee, WI||Nov 2011 - Current||6|
|Principal Life Ins Co||Milwaukee, WI||Oct 2011 - Current||6|
|Princor Financial Services Corp||Milwaukee, WI||Oct 2011 - Current||6|
|Union Financial Inc.||Milwaukee, WI||Jun 2012 - Feb 2015||2|
|Metlife Securities, Inc.||Milwaukee, WI||Jun 2002 - Oct 2011||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2003|
|S65||NASAA Investment Advisors Law Examination||Feb 2008|
Total Assets Under Management1,622MILLIONS
Total Number of Accounts15,486ACCOUNTS
Average Account Value$104,766
- 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
- Selection of other advisers (including private fund managers)
- 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