Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marshall? Claim Your ProfileMarshall Earl Johnson has been an active investment advisor since January 1994. Marshall is currently registered as a representative of Ameriprise Financial Services, LLC, and is also a registered Investment Advisor in the state of Wisconsin. Before joining Ameriprise, Marshall was with Investment Professionals, INC. and LPL Financial LLC. Marshall holds multiple licenses and certifications including Series 7, 63, 65, 24 and SIE. Marshall specializes in providing investment advice and financial planning services to a wide range of clients, including individuals, families, corporations, and trusts. Marshall is also a business owner with a separate investment-related business in Appleton, WI.
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
WI
09/17/2020 - Present
Ameriprise Financial Services, LLC (Appleton WI)
IA
07/10/2014 - 09/24/2018
INVESTMENT PROFESSIONALS, INC. (Hiawatha IA)
WI
12/12/2005 - 08/07/2014
LPL FINANCIAL LLC (PLATTEVILLE WI)
MO
03/24/2005 - 12/19/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
CA
04/22/1996 - 04/13/2005
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
FL
01/27/1994 - 04/25/1996
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
IA
Issued 12/29/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 05/25/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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