Erica Johnson, financial advisor Waterloo IA

Erica Johnson

CRD Number: 6341692
Current Firm: Wells Fargo Advisors

Erica Johnson (CRD# 6341692) is an Investment Advisor Representative working at Wells Fargo Advisors in Waterloo, IA and has over 2 years of experience in the finance industry.

Similar Advisors
Emily Adams, financial advisor Waterloo IA
Emily M. Adams
CRD# 5204878
Cetera Investment Advisers LLC
Similar Advisors
Jordan Alborn, financial advisor Waterloo IA
Jordan D. Alborn
CRD# 5622169
Ameriprise Financial Services, LLC
Similar Advisors
Stephanie Arensdorf, financial advisor Waterloo IA
Stephanie L. Arensdorf
CRD# 4720768
Ameriprise Financial Services, LLC
Company Name Location Dates Years
Wells Fargo Advisors Financial Network, LLC Waterloo, IA Jul 2021 - Current 2
Unemployed Denver, CO Jan 2021 - Jul 2021 < 1
Dhi Group Inc. Denver, CO Dec 2019 - Jan 2021 1
Revamped Home Security Denver, CO Mar 2018 - Dec 2019 1
Bara Sushi Greenwood Village, CO Feb 2017 - Mar 2018 1
Thirsty Lion Denver, CO Sep 2016 - Feb 2017 < 1
Monica's Coralville, IA Oct 2014 - Aug 2016 1
Edward Jones Iowa City, IA May 2014 - May 2016 2
Edward Jones Denver, CO Jun 2015 - Aug 2015 < 1
Dc's Iowa City, IA Oct 2013 - Jun 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2021
Contact Info for Erica Johnson
Phone Number: 314-875-3000
Registered State(s):
  • IA
  • TX
By the Numbers
  • Total Assets Under Management
    154,192
    MILLIONS
  • Total Number of Accounts
    346,499
    ACCOUNTS
  • Average Account Value
    $445,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.