Unclaimed
Brad Johnson is a financial advisor with over 20 years of experience in the industry. He is currently registered with Ameriprise Financial Services, LLC and has been with the firm since March 2020. Brad has been active in the investment industry since October 2003, with previous experience at IDS Life Insurance Company in Minneapolis, Minnesota. He holds a Series 66 license and is currently registered as an Investment Advisor Representative in Ohio and Texas. Brad is also a registered Representative in 20 other states, including Alabama, Arizona, California, Colorado, Florida, Illinois, Indiana, Iowa, Kansas, Maine, Maryland, Michigan, New York, Ohio, South Carolina, Texas, Virginia, and West Virginia. Brad’s areas of focus include financial planning, pension consulting, and asset allocation services.
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.
Asset allocation services
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
OH
05/07/2019 - Present
Ameriprise Financial Services, LLC (COLUMBUS OH)
MN
10/10/2003 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 04/01/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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