Insurance & Wealth Advisors, LLC

Insurance & Wealth Advisors, LLC (CRD# 301528) is a financial advisory firm headquartered in , . They manage $2,000,000 in 20 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $100,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ

Financial Advisors at Insurance & Wealth Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Dennis Johnson, financial advisor Coolidge AZ
Dennis M. Johnson
CRD#: 2370640
Coolidge, AZ

Dennis Johnson (CRD# 2370640) is an Investment Advisor Representative working at Insurance & Wealth Advisors, LLC in Coolidge, AZ and has over 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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