Michael Tate Johnson

Michael Tate Johnson

CFP®
FLAGSTONE FINANCIAL MANAGEMENT
LINCOLN, NE
·CRD# 2754467·24 years registered

Professional Summary

Michael Tate Johnson, CFP® is a registered financial advisor currently at FLAGSTONE FINANCIAL MANAGEMENT, LLC located in Lincoln, Nebraska. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Michael has worked at 5 firms and has passed the Series 66, SIE, Series 7, Series 4, Series 53 and Series 24 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

$500K–$1M

Account Minimum

Active Clients

Who I Serve

Business Owners & Entrepreneurs
High Net Worth Individuals & Families

Services Offered

  • Financial Planning
  • Business Services
  • Estate & Legacy Planning
  • Risk Management & Insurance
  • Investment Management
  • Retirement Planning
  • Tax Planning
  • Social Security & Medicare Planning

Biography

I love working with clients and building Flagstone. However, my real passion and purpose is my family.  My wife Jill and I have been married for longer than 21 years. We have a 16-year-old son named Sam, a 12-year-old daughter named Sophie and a Labrador retriever named Rocky. We spend a lot of time watching our kids play sports, playing Uno, Monopoly and other games and trying to capture as many experiences as we can...

Other Aliases

There are no additional aliases reported.

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