Unclaimed
Leonard Johnson is a financial advisor with over 20 years of experience in the industry. Leonard is registered with Ameriprise Financial Services, LLC. Leonard's office is located in Oakbrook Terrace, Illinois. Leonard has a strong background in financial planning, portfolio management, and retirement planning. Leonard specializes in working with individuals, high-net-worth individuals, and businesses.
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.
Asset allocation services
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
IL
08/30/2017 - Present
Ameriprise Financial Services, LLC (Oakbrook Terrace IL)
IL
02/10/2015 - 09/01/2017
SAGEPOINT FINANCIAL, INC. (CHICAGO IL)
IL
01/27/2010 - 12/22/2014
NEW ENGLAND SECURITIES (CHICAGO IL)
IL
12/15/2000 - 01/22/2010
AMERIPRISE FINANCIAL SERVICES, INC. (CHICAGO IL)
MN
12/15/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MI
01/23/1998 - 12/12/2000
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IL
11/03/1997 - 12/23/1997
CHICAGO INVESTMENT GROUP, INC. (CHICAGO IL)
BOTH
Issued 12/20/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/2002
Series 24 - General Securities Principal Examination
BC
Issued 03/30/2000
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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