Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregg? Claim Your ProfileGregg Howard Johnson is a financial advisor at CWM, LLC, a firm that provides portfolio management, financial planning, estate planning, and additional advisory services. Gregg has been in the financial services industry since 1991 and has extensive experience in the field. Gregg is registered with the state of Nebraska and holds a Series 63, 65, 66 and 24 licenses. Gregg is also a member of the Metro Omaha Red Cross Board of Directors and a committee member on the Citylight Finance Committee. Gregg is a valuable resource for individuals and families seeking financial advice and guidance.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
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.
Solicitor fees from other investment advisors
1
2
NE
11/05/2021 - Present
CWM, LLC (OMAHA NE)
NE
09/28/2006 - 10/05/2021
SECURITIES AMERICA, INC. (LAVISTA NE)
NY
04/23/2020 - 08/10/2021
LADENBURG THALMANN & CO. INC. (NEW YORK NY)
GA
04/23/2020 - 08/10/2021
TRIAD ADVISORS LLC (ATLANTA GA)
GA
04/23/2020 - 08/03/2021
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
04/23/2020 - 08/03/2021
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
04/23/2020 - 08/03/2021
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
MN
04/23/2020 - 08/03/2021
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
WA
04/23/2020 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (SEATTLE WA)
TN
04/23/2020 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (KNOXVILLE TN)
FL
04/23/2020 - 09/16/2020
INVESTACORP, INC. (MIAMI FL)
SD
05/10/2000 - 09/11/2006
PRIMEVEST FINANCIAL SERVICES, INC. (MITCHELL SD)
MN
11/18/1996 - 05/10/2000
BISYS BROKERAGE SERVICES, INC. (ST. CLOUD MN)
MN
03/15/1993 - 11/07/1996
NORWEST INVESTMENT SERVICES, INC. (MINNEAPOLIS MN)
MN
02/19/1991 - 03/16/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/19/1991 - 03/16/1993
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 04/12/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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