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Kristopher David Johnson

Stone Island Financial Planning

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About Kristopher David Johnson

Kristopher Johnson is a financial advisor with over 20 years of experience in the industry. Kristopher is currently a Registered Representative for Stone Island Financial Planning. Previously, Kristopher worked for LINSCO/PRIVATE LEDGER CORP. and Cambridge Investment Research, Inc. Kristopher holds Series 7 and Series 63 licenses. Kristopher is also a Certified Financial Planner. Kristopher is a minority owner of Raintree Capital Management, LLC, where Kristopher serves as a Portfolio Manager. The firm specializes in providing financial planning, portfolio management for individuals, and selection of other advisers.

Firm Information

Kristopher Johnson is currently registered with Stone Island Financial Planning. Stone Island Financial Planning is a financial planning firm based in NAPERVILLE, IL. They manage approximately $135,101,245 in assets for 259 clients. They provide financial planning, selection of other advisers, and portfolio management for individuals.
Stone Island Financial Planning

900 E. DIEHL ROAD

NAPERVILLE, IL 60563

$135.10M

Assets Under Management

5

Total Clients

3

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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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.

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Kristopher Johnson’s Registration & Firm History

AZ

04/10/2019 - Present

Stone Island Financial Planning (Scottsdale AZ)

SC

05/18/2000 - 05/31/2002

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

IA

12/22/1999 - 12/31/1999

CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)

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Licenses & Designations

BC

Issued 07/24/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/21/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kristopher David Johnson.
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