Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Austin? Claim Your ProfileAustin Johnson is an Investment Advisor Representative with Creative Planning, LLC. Austin has been working in the financial industry since 2014. Austin is registered with the state of Arizona. Austin has passed the Series 6, Series 7, Series 63, and Series 66 exams and holds the SIE license. Austin's previous employers include Morgan Stanley, E*TRADE Securities LLC, Fidelity Brokerage Services LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Wells Fargo Advisors, LLC. Austin specializes in providing financial planning, portfolio management, and pension consulting services to a wide range of clients, including high-net-worth individuals, families, corporations, and charitable organizations. Austin's goal is to help clients achieve their financial goals through personalized financial planning and investment strategies.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
1
2
KS
09/27/2023 - Present
Creative Planning (OVERLAND PARK KS)
AZ
03/14/2023 - 08/14/2023
MORGAN STANLEY (Gilbert AZ)
AZ
05/31/2022 - 08/14/2023
E*TRADE SECURITIES LLC (Gilbert AZ)
AZ
05/12/2015 - 05/11/2022
FIDELITY BROKERAGE SERVICES LLC (CHANDLER AZ)
AZ
12/18/2014 - 04/21/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
AZ
06/03/2014 - 10/28/2014
WELLS FARGO ADVISORS, LLC (TEMPE AZ)
BOTH
Issued 02/06/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/11/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2014
Series 7 - General Securities Representative Examination
BC
Issued 06/02/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Austin Johnson is the right advisor for you? Invested Better is here to help.
