Luke Johnson (CRD# 5550751) is a Financial Advisor working at Ballast Advisors in Arden Hills, MN and has over 9 years of experience in the finance industry. Luke Johnson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Boreal Advisor LLC | New Brighton, MN | Jan 2019 - Current | 5 |
| Insurance Agent | New Brighton, MN | Oct 2017 - Current | 6 |
| Ballast Advisors, LLC | Arden Hills, MN | Feb 2017 - Mar 2019 | 2 |
| Ameriprise Financial Services, Inc. | Minneapolis, MN | Jul 2008 - Feb 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2008 |
- MN
- TX
-
Total Assets Under Management42MILLIONS
-
Total Number of Accounts251ACCOUNTS
-
Average Account Value$166,135
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
MN, TX
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