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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Kipling Johansen is a financial advisor with over 25 years of experience in the industry. Jon is currently registered with Cetera Investment Advisers LLC and is licensed to provide investment advice in Minnesota and Texas. Jon has a diverse background and has worked with various firms including LPL Financial LLC, NEXT FINANCIAL GROUP, INC., AMERICAN GENERAL SECURITIES INCORPORATED and FRANKLIN FINANCIAL SERVICES CORPORATION. Jon is a highly qualified and experienced professional who offers a wide range of services, including financial planning, pension consulting, educational seminars, and portfolio management.
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.
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
MN
03/06/2024 - Present
Cetera Investment Advisers LLC (Minnetonka MN)
MN
07/02/2007 - 03/08/2024
LPL FINANCIAL LLC (PLYMOUTH MN)
MN
08/02/2005 - 07/06/2007
NEXT FINANCIAL GROUP, INC. (VADNAIS HEIGHTS MN)
AZ
10/01/2002 - 08/02/2005
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
TX
03/30/1998 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 11/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2014
Series 7 - General Securities Representative Examination
BC
Issued 02/14/2003
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 05/09/2002
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/27/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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