Unclaimed
Craig Johnson is a financial advisor with over 30 years of experience in the industry. Craig is currently registered with Packerland Brokerage Services, Inc. and has previously worked for MetLife Securities Inc. and New England Securities. Craig is licensed to provide financial advice in Washington and Wisconsin. Craig specializes in financial planning, portfolio management for individuals, and pension consulting. Craig has experience working with individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
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.
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.
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2
WI
01/14/2016 - Present
Packerland Brokerage Services, Inc. (BROOKFIELD WI)
WI
01/02/2015 - 01/06/2016
METLIFE SECURITIES INC. (Milwaukee WI)
WI
09/25/1991 - 01/02/2015
NEW ENGLAND SECURITIES (BROOKFIELD WI)
IA
Issued 11/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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