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Mark Allen Johnson

Eagle Strategies LLC

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About Mark Allen Johnson

Mark Allen Johnson is a financial advisor registered with Eagle Strategies LLC. Mark has been in the financial services industry since 2004. Mark holds a Series 7 and Series 66 license. Mark is also registered as an Investment Advisor Representative in Minnesota and Texas. Mark has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit sharing plans. Mark specializes in providing financial planning, portfolio management, and educational seminars. Mark is also an insurance broker and operates under the DBA name of Gateway Financial Strategies, LLC. Mark can be reached at Eagle Strategies LLC located at 9040 Quaday Ave NE Ste 101, OTSEGO, MN 55330.

Firm Information

Mark Johnson is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in NEW YORK, NY. They offer a range of services including financial planning, pension consulting, educational seminars, and publication of periodicals. The firm manages assets for individuals, high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth clients. They also participate in wrap fee programs.
Eagle Strategies LLC

51 MADISON AVENUE

NEW YORK, NY 10010

$20.36B

Assets Under Management

6,070

Total Clients

2,031

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 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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Mark Johnson’s Registration & Firm History

MN

09/02/2016 - Present

Eagle Strategies LLC (OTSEGO MN)

MN

11/11/2004 - 03/26/2015

THRIVENT INVESTMENT MANAGEMENT INC. (MONTICELLO MN)

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Licenses & Designations

BOTH

Issued 12/02/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/10/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark Allen Johnson.
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