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Erik David Johnson

Edelman Financial Engines

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About Erik David Johnson

Erik Johnson is a financial advisor working with Edelman Financial Engines. Erik is a registered investment advisor in Illinois and Texas. Erik holds Series 7 and Series 66 licenses and is a seasoned financial advisor with over 19 years of experience in the industry. Previously, Erik has worked for Chase Investment Services Corp, Natcity Investments, Inc, Ameriprise Financial Services, Inc, and IDS Life Insurance Company.

Firm Information

Erik Johnson is currently registered with Edelman Financial Engines. Edelman Financial Engines is a financial services firm headquartered in Santa Clara, California. The firm provides financial planning, pension consulting, educational seminars, and portfolio management services to a variety of clients, including individuals, families, businesses, and institutions. Edelman Financial Engines manages over $270 billion in assets and has a team of over 1,000 licensed financial advisors.
Edelman Financial Engines

18927 HICKORY CREEK DRIVE

MOKENA, IL 60448

$270.77B

Assets Under Management

448,243

Total Clients

585

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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

Set-up fees & related svcs; reimbursements for printed materials

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Erik Johnson’s Registration & Firm History

IL

12/13/2022 - Present

Edelman Financial Engines (MOKENA IL)

IL

01/15/2008 - 10/27/2010

CHASE INVESTMENT SERVICES CORP. (NORTHLAKE IL)

IL

01/16/2007 - 12/19/2007

NATCITY INVESTMENTS, INC. (COUNTRYSIDE IL)

IL

03/25/2004 - 12/08/2006

AMERIPRISE FINANCIAL SERVICES, INC. (LOMBARD IL)

MN

03/25/2004 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 4/8/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 3/24/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Erik David Johnson.
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