Kurt Johnson, financial advisor Lees Summit MO
38 score

Kurt Johnson

CRD Number: 2008977
Current Firm: Freedom Wealth Advisors, LLC

Kurt Johnson (CRD# 2008977) is an Investment Advisor Representative working at Freedom Wealth Advisors, LLC in Lees Summit, MO and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Freedom Wealth Advisors, LLC Lee's Summit, MO Aug 2016 - Current 1
Monticello Investment Services, Inc. Lee's Summit, MO May 2008 - Aug 2016 8
Midamerica Financial Services, Inc. Lee's Summit, MO Oct 2005 - Dec 2015 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1989
S65 NASAA Investment Advisors Law Examination Dec 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
  • Customer Dispute
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Kurt A. Johnson
Phone Number: 816-820-7900
Registered State(s):
  • KS
  • TX
  • MO
By the Numbers
  • Total Assets Under Management
    34
    MILLIONS
  • Total Number of Accounts
    237
    ACCOUNTS
  • Average Account Value
    $143,460
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

KS, MO, TX

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BADGES
38

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