Michael Johnson, financial advisor Hobart WI

Michael Johnson

CRD Number: 1514857
Current Firm: N.e.w. Advisory Services, LLC

Michael Johnson (CRD# 1514857) is an Investment Advisor Representative working at N.e.w. Advisory Services, LLC in Hobart, WI and has over 37 years of experience in the finance industry. Michael 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 put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Geneos Wealth Managment Inc. Hobart, WI Nov 2017 - Current 6
N.e.w. Advisory Services, LLC Hobert, WI Nov 2017 - Current 6
Johnson Wealth Management, Inc. Hobart, WI Feb 1988 - Current 36
Sii Investments, Inc. Greenbay, WI Jun 1988 - Nov 2017 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1986
Contact Info for Michael A. Johnson
By the Numbers
  • Total Assets Under Management
    838
    MILLIONS
  • Total Number of Accounts
    6,463
    ACCOUNTS
  • Average Account Value
    $129,678
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, FL, GA, IL, LA, MI, MN, MO, NC, SC, TN, TX, VA, WI

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Data verified by both the advisor and the public regulatory data.

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