Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Austin Johnson is a financial advisor with over 15 years of experience in the industry. Andrew is currently registered with Berthel, Fisher & Co. Financial Services, Inc. and BFC Planning, Inc. in Cedar Rapids, IA. Andrew has held various positions within the financial services industry, including roles at Cambridge Investment Research, Inc. and Securities Management & Research, Inc. Andrew holds several licenses and certifications, including the Series 7, 63, 65, 24 and 4 exams, and the SIE exam. Andrew is a dedicated financial advisor committed to providing excellent service to his clients.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IA
02/10/2022 - Present
Berthel, Fisher & Co. Financial Services, Inc. (CEDAR RAPIDS IA)
IA
10/22/2018 - 02/07/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
IA
11/18/2014 - 10/22/2018
SECURITIES MANAGEMENT & RESEARCH, INC. (CEDAR RAPIDS IA)
IA
08/29/2007 - 10/22/2018
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (Cedar Rapids IA)
IA
Issued 12/23/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/2013
Series 24 - General Securities Principal Examination
BC
Issued 11/05/2008
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2008
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/28/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Andrew Johnson is the right advisor for you? Invested Better is here to help.
