Gregory JohnsonCRD 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.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|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|
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