Kurt A. Johnson

FREEDOM WEALTH ADVISORS

Lee's Summit, MO 64063

Some features on this profile are disabled

CRD#: 2008977

Professional summary

Kurt Allen Johnson, who also goes by Kurt A Johnson, is a registered financial advisor currently at FREEDOM WEALTH ADVISORS, LLC located in Lee's Summit, Missouri.

Kurt is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Kurt has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kurt A Johnson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

FIXED INSURANCE SALES LAST MODIFICATION 8/19

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kurt Allen Johnson's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 26, 2016 - Present

FREEDOM WEALTH ADVISORS, LLC

Office #1: 110 Sw 3rd Street, Lee's Summit, MO 64063

RIA

CRD#: 154270

Lee's Summit, MO

Past

May 15, 2008 - August 10, 2016

MONTICELLO INVESTMENT SERVICES, INC.

RIA

CRD#: 140851

LEAWOOD, KS

Past

October 6, 2005 - December 4, 2015

MIDAMERICA FINANCIAL SERVICES, INC.

CRD#: 47351

LEAWOOD, KS

Past

February 22, 2002 - October 3, 2005

GUNNALLEN FINANCIAL, INC

CRD#: 17609

TAMPA, FL

Past

May 25, 2001 - June 26, 2001

INVEST FINANCIAL CORPORATION

CRD#: 12984

APPLETON, WI

Past

August 21, 1995 - October 30, 2000

PIPER SANDLER & CO.

CRD#: 665

MINNEAPOLIS, MN

Past

April 19, 1995 - August 21, 1995

FBD INVESTMENT SERVICES, INC.

CRD#: 35592

LEAWOOD, KS

Past

May 17, 1991 - April 25, 1995

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

November 30, 1990 - May 22, 1991

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

January 8, 1990 - December 5, 1990

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Kansas
(9/20/2016)

IAR

Missouri
(8/29/2016)

IAR

Texas
(8/26/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/3/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/11/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/4/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/18/1989

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/13/2003

General Securities Principal Examination

Current Firm

FREEDOM WEALTH ADVISORS, LLC

CRD#: 154270 / SEC#:

Kansas

Registered Investment Advisory firm - (11/9/2010 Approved)

Missouri

Registered Investment Advisory firm - (7/20/2010 Approved)

Texas

Registered Investment Advisory firm - (8/24/2016 Conditional Restricted)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

110 Sw 3rd St, Lee's Summit, MO 64082

Mailing Address

4005 Sw Reef Point Ln, Lee's Summit, MO 64082

Phone number

(816) 820-7900

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	306
AUM (Assets Under Management)	$ 99,370,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Lawrence Leitch

LPL FINANCIAL LLC

IAR

TOWSON, MD

Kenneth Christie

SPECTRUM WEALTH ADVISORY GROUP, LLC

IAR

Granite Bay, CA

Louis Czerwinski

PKS ADVISORY SERVICES, LLC

IAR

Southington, CT

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Kurt A. Johnson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kurt Allen Johnson's CRS (Customer Relationship Summary).

Certified licenses

Experience

MONTICELLO INVESTMENT SERVICES, INC.

MIDAMERICA FINANCIAL SERVICES, INC.

GUNNALLEN FINANCIAL, INC

INVEST FINANCIAL CORPORATION

PIPER SANDLER & CO.

FBD INVESTMENT SERVICES, INC.

UBS FINANCIAL SERVICES INC.

WELLS FARGO CLEARING SERVICES, LLC

UBS FINANCIAL SERVICES INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/3/2007

Series 63

Date: 12/11/1989

SIE

Date: 12/4/2015

Series 7

Date: 11/18/1989

Series 24

Date: 10/13/2003

Current Firm

FREEDOM WEALTH ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FREEDOM WEALTH ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors