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Cheri Ann Johnson

Stronghold Capital Partners LLC

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About Cheri Ann Johnson

Cheri Johnson is an Investment Advisor Representative with Stronghold Capital Partners LLC. Cheri has been in the industry since 2019 and holds both Series 63 and 65 licenses. She is registered with the state of Arizona. Cheri's previous experience includes roles at TRANSAMERICA FINANCIAL ADVISORS, INC., WORLD FINANCIAL GROUP, INC., and CALCHOICE FINANCIAL. Cheri offers financial planning, pension consulting, selection of other advisors, and portfolio management for individuals.

Firm Information

Cheri Johnson is currently registered with Stronghold Capital Partners LLC. Stronghold Capital Partners LLC is an investment advisor based in [Main Office Location]. The firm primarily advises individuals, other than high-net-worth individuals, with approximately $24.10 million in assets under management. They provide financial planning, pension consulting, selection of other advisors, and portfolio management services.

$24.10M

Assets Under Management

Not reported

Total Clients

10

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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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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solicitor

Solicitor

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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other

Solicitor fees

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Cheri Johnson’s Registration & Firm History

AZ

03/21/2022 - Present

Stronghold Capital Partners LLC (PHOENIX AZ)

AZ

03/12/2020 - 07/24/2020

TRANSAMERICA FINANCIAL ADVISORS, INC (MESA AZ)

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Licenses & Designations

IA

Issued 06/29/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/18/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/12/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/06/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Cheri Ann Johnson.
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