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Agatha Kay Johnson

Willkate Wealth Management, LLC

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About Agatha Kay Johnson

Agatha Johnson has been working in the financial services industry since 1995. She is a Certified Financial Planner™ professional. Agatha is currently registered with Willkate Wealth Management, LLC. Previously, she has worked at Securities America, Inc., CAP PRO Brokerage Services, Inc. and Wells Fargo Brokerage Services, L.L.C. Agatha offers a variety of financial planning and portfolio management services to individual clients. Agatha also has experience in business transition consulting.

Firm Information

Agatha Johnson is currently registered with Willkate Wealth Management, LLC. Willkate Wealth Management, LLC is an independent financial advisory firm that provides personalized financial planning and portfolio management services to individuals and high-net-worth clients. The firm manages approximately $43.54 million in assets for 152 clients. Willkate Wealth Management, LLC is committed to helping clients achieve their financial goals through a comprehensive and customized approach.

$43.54M

Assets Under Management

5

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Agatha Johnson’s Registration & Firm History

SD

04/02/2013 - Present

Willkate Wealth Management, LLC (ABERDEEN SD)

SD

09/27/2005 - 02/27/2013

SECURITIES AMERICA, INC. (ABERDEEN SD)

OH

02/04/2002 - 10/04/2005

CAP PRO BROKERAGE SERVICES, INC. (COLUMBUS OH)

MN

12/15/2000 - 01/09/2002

WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)

CA

12/13/2000 - 01/09/2002

WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)

MN

03/14/1995 - 12/13/2000

WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 08/09/2002

Series 66 - Uniform Combined State Law Examination

IA

Issued 10/03/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/03/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/13/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Agatha Kay Johnson.
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