Gregory Johnson (CRD# 6025029) is an Investment Advisor Representative working at Principal Securities, Inc. in Oconomowoc, WI and has over 11 years of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6289332
Annex Wealth Management, LLC
CRD# 6834039
Francis LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lake Country Financial Services | Oconomowoc, WI | Aug 2019 - Current | 4 |
| Synder Financial Services, LLC | Oconomowoc, WI | Feb 2014 - Current | 10 |
| Union Financial Inc. | Oconomowoc, WI | Jul 2012 - Current | 11 |
| Principal Life Ins Company | Oconomowoc, WI | Feb 2012 - Current | 12 |
| Principal Securities | Oconomowoc, WI | Feb 2012 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2012 |
- TX
- WI
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Total Assets Under Management12,106MILLIONS
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Total Number of Accounts54,844ACCOUNTS
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Average Account Value$220,730
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- 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, WY
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