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Van Edward Johnson

Redwood Private Wealth

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About Van Edward Johnson

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.

Firm Information

Van Johnson is currently registered with Redwood Private Wealth. Redwood Private Wealth is an independent wealth management firm based in Phoenix, Arizona. The firm provides financial planning, portfolio management, and other advisory services to individuals, families, and businesses. They have approximately $267.6 million in regulatory assets under management and are registered with the Securities and Exchange Commission (SEC). The firm specializes in serving high net worth individuals, with a focus on assisting clients in achieving their long-term financial goals.
Redwood Private Wealth

3930 E. RAY ROAD

PHOENIX, AZ 85044

$267.56M

Assets Under Management

Not reported

Total Clients

49

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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Van Johnson’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Van Edward Johnson.
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