Unclaimed
Van E. Johnson is a licensed insurance producer and an Investment Advisor Representative with Redwood Private Wealth. Van has been in the industry since 1991 and has experience with fixed insurance products, financial planning, pension consulting and educational seminars. Van is registered as an Investment Advisor Representative in Arizona.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
AZ
05/15/2023 - Present
Redwood Private Wealth (PHOENIX AZ)
AZ
10/31/2005 - 05/31/2023
SAGEPOINT FINANCIAL, INC. (TEMPE AZ)
AZ
03/06/1997 - 10/31/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
VT
02/08/1995 - 03/21/1997
EQUITY SERVICES, INC. (MONTPELIER VT)
VT
08/11/1994 - 12/31/1994
EQUITY SERVICES, INC. (MONTPELIER VT)
NY
12/12/1991 - 07/13/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 07/11/2002
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/27/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/10/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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