Gregory Johnson, financial advisor Oconomowoc WI
90 score

Gregory Johnson

CRD Number: 6025029
Current Firm: Principal Securities, Inc.

Gregory Johnson (CRD# 6025029) is an Investment Advisor Representative working at Principal Securities, Inc. in Oconomowoc, WI and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Synder Financial Services Oconomowoc, WI Feb 2014 - Current 2
Union Financial Inc. Oconomowoc, WI Jul 2012 - Current 4
Principal Life Ins Company Oconomowoc, WI Feb 2012 - Current 4
Princor Financial Services Corporation Oconomowoc, WI Feb 2012 - Current 4
Fja Christiansen Roofing Milwaukee, WI Apr 1995 - Feb 2012 16
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2012
Contact Info for Gregory W. Johnson
Phone Number: 888-774-6267
Firm Website: http://www.principal.com
Registered State(s):
  • LA
  • WI
By the Numbers
  • Total Assets Under Management
    1,622
    MILLIONS
  • Total Number of Accounts
    15,486
    ACCOUNTS
  • Average Account Value
    $104,766
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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