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Angela J. Johnson

Midwestern Securities Trading Company, LLC

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About Angela J. Johnson

Angela Johnson is a financial advisor with Midwestern Securities Trading Company, LLC based in East Peoria, IL. Angela has been in the financial industry since 2012 and has experience with a variety of financial products and services, including investment company products, variable contracts, and operations. She has a Series 6, Series 11 and Series 99 license. Prior to joining Midwestern Securities Trading Company, LLC, Angela worked for WORLD GROUP SECURITIES, INC. and WMA SECURITIES, INC.

Firm Information

Angela Johnson is currently registered with Midwestern Securities Trading Company, LLC. Midwestern Securities Trading Company, LLC is a Limited Liability Company formed in December 1999 with its main office in East Peoria, Illinois. The firm provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals. They are also involved in providing portfolio management for 401(k) retirement plans defined in Section 3(38) of ERISA rules. They manage approximately $1,263,009,756 in assets for 8,452 accounts across various client types, including high-net-worth individuals, corporations, and individuals other than high-net-worth. They participate in wrap fee programs and are registered with the SEC and in 36 states.
Midwestern Securities Trading Company, LLC

235 EVERETT ST

EAST PEORIA, IL 61611

$1.26B

Assets Under Management

Not reported

Total Clients

52

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for 401(k) retirement plans defined in section 3(38) of erisa rules

Portfolio management for 401(k) retirement plans defined in section 3(38) of erisa rules

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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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other

A percentage of assets under 3rd party management

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Angela Johnson’s Registration & Firm History

IL

03/05/2013 - Present

Midwestern Securities Trading Company, LLC (EAST PEORIA IL)

GA

04/12/2002 - 12/04/2002

WORLD GROUP SECURITIES, INC. (DULUTH GA)

GA

02/18/2002 - 04/12/2002

WMA SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

BC

Issued 03/08/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/10/2013

Series 11 - Assistant Representative-Order Processing Qualification Exam

BC

Issued 03/04/2013

Series 99 - Operations Professional Examination

BC

Issued 02/16/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Angela J. Johnson.
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