Unclaimed
Thad Anthony Johnson is a financial advisor with over 15 years of experience in the industry. Thad is currently registered with Cambridge Investment Research Advisors, Inc. and is licensed to provide financial advice in 29 states. He is also licensed as an insurance agent for various independent insurance companies. Thad's background includes experience with Woodbury Financial Services, Inc. and FlagShip Capital Advisors, LLC. Thad offers a variety of financial services, including financial planning, portfolio management, and insurance. He is committed to providing his clients with personalized financial advice and guidance.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MN
01/03/2017 - Present
Cambridge Investment Research Advisors, Inc. (HUTCHINSON MN)
MN
04/03/2009 - 10/03/2012
WOODBURY FINANCIAL SERVICES, INC. (HUTCHINSON MN)
BOTH
Issued 04/14/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Thad Johnson is the right advisor for you? Invested Better is here to help.