AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
Agatha Kay Johnson

Agatha K. Johnson

WILLKATE WEALTH MANAGEMENT
Aberdeen, SD 57401
Some features on this profile are disabled
CRD#: 2425275
Agatha Kay Johnson

Professional summary


Agatha Kay Johnson, CFP®, CPWA®, who also goes by Agatha Kay Aman, Aggie Aman, Aggie Aman Kappenman, is a registered financial advisor currently at WILLKATE WEALTH MANAGEMENT, LLC located in Aberdeen, South Dakota.

Agatha is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Agatha has worked at 6 firms and has passed the Series 66, Series 65, Series 63 and Series 7 exams.

Biography


Agatha Johnson's additional certifications are:  Certified Private Wealth Advisor and Certified Executive Coach.
top-8-questions

Question & Answer


What are your service offerings?
Investment Planning
Business Succession Planning
Estate Planning
Retirement Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Business Owners
Charitable Giving
Estate & Generational Planning...
Financial Psychology/Coaching
High Net Worth Client Needs
Middle Income Client Needs
Are you a "fiduciary"?
Yes

Aliases


Agatha Kay Aman | Aggie Aman | Aggie Aman Kappenman

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.
KAPPENMAN LIMITED PARTNERSHIP; FARMING PARTNERSHIP; GENERAL PARTNER; 5% TIME SPENT GENERATIONS TO GENERATIONS; NON INVESTMENT RELATED; ABERDEEN, SD; FAMILY AND CLOSELY HELD BUSINESS TRANSITION CONSULTING; OWNER; 05/2013; APPROXIMATELY 35% OF TIME SPENT ON THIS ACTIVITY.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Agatha Kay 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®
CFP®

Start date: 2005

CPWA®

Start date: 2012-04-18

Expire date: 2024-03-31

Experience


Current

April 2, 2013 - Present

WILLKATE WEALTH MANAGEMENT, LLC

Office #1: 405 8th Ave Nw Suite 302, Aberdeen, SD 57401
RIA
CRD#: 167109
Aberdeen, SD
Past

September 27, 2005 - February 27, 2013

SECURITIES AMERICA, INC.

BD
CRD#: 10205
ABERDEEN, SD
Past

June 20, 2002 - March 5, 2013

EIDE BAILLY ADVISORS, LLC

RIA
CRD#: 113564
ABERDEEN, SD
Past

February 4, 2002 - October 4, 2005

CAP PRO BROKERAGE SERVICES, INC.

BD
CRD#: 103953
COLUMBUS, OH
Past

December 15, 2000 - January 9, 2002

WELLS FARGO BROKERAGE SERVICES, L.L.C.

BD
CRD#: 16100
MINNEAPOLIS, MN
Past

December 13, 2000 - January 9, 2002

WELLS FARGO INVESTMENTS, LLC

BD
CRD#: 10582
SAN FRANCISCO, CA
Past

March 14, 1995 - December 13, 2000

WELLS FARGO BROKERAGE SERVICES, L.L.C.

BD
CRD#: 16100
MINNEAPOLIS, MN

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
South Dakota
(4/2/2013)
IAR
Texas
(5/30/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 8/9/2002
Uniform Combined State Law Examination
State Security Law Exam
State Security Law Exam
General Industry/Product Exam

Current Firm


WILLKATE WEALTH MANAGEMENT, LLC
WILLKATE WEALTH MANAGEMENT, LLC
PROSPERITY WEALTH MANAGEMENT, LLC | WILLKATE WEALTH MANAGEMENT, LLC

CRD#: 167109 / SEC#:

South Dakota
Registered Investment Advisory firm - (3/27/2013 Approved)
Texas
Registered Investment Advisory firm - (5/14/2025 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
405 8th Ave Nw Suite 302, Aberdeen, SD 57401
Mailing Address
Phone number
(605) 262-0308
Established
Firm type
Fiscal year end
# of Employees
4

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts152
AUM (Assets Under Management)$ 43,540,000

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.

Company Information


WILLKATE WEALTH MANAGEMENT, LLC

WILLKATE WEALTH MANAGEMENT, LLC

CRD#: 167109Aberdeen, SD 57401

TRUST BUT VERIFY

Monitor Agatha Johnson

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Contact information


xxxxx@xxxx.xxx

Similar Advisors


PM
Pia MatthesAdvisorCheck Check Mark
PJT PARTNERS LP
RR
New York, NY
RF
Robert FialkowskiAdvisorCheck Check Mark
OSAIC WEALTH, INC.
PR
SCOTTSDALE, AZ
JD
Jonathan DeloAdvisorCheck Check Mark
CETERA INVESTMENT ADVISERS LLC
IAR
RR
PEARL RIVER, NY
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics