Todd Johnson (CRD# 4715143) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Muskego, WI and has over 12 years of experience in the finance industry.
CRD# 1574689
Johnson Wealth Inc.
CRD# 1985697
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6198535
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Brokerage Services | Towson, MD | May 2019 - Current | 5 |
| Voya | Muskego, WI | Aug 2015 - Apr 2019 | 3 |
| Voya Financial Partners, LLC | Muskego, WA | Aug 2015 - Apr 2019 | 3 |
| Princor Financial Services Corporation | Milwaukee, WI | Apr 2011 - Aug 2015 | 4 |
| Principal Financial Group | Milwaukee, WI | Mar 2011 - Aug 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2011 |
- TX
- WI
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VT, WA, WI, WV, WY
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