MJ
Marlin K. Johnson
WEALTH ADVISORS NETWORK
LEXINGTON, NE 68850
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CRD#: 2906452
MJ
Professional summary
Marlin Kent Johnson is a registered financial advisor currently at WEALTH ADVISORS NETWORK, INC. located in Lexington, Nebraska and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Lexington, Nebraska.
Marlin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Marlin has worked at 4 firms and has passed the Series 66, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1)WILLOW CREEK PARTNERS, LLC, 5801 W. 11TH ST, STE 300, GREELEY, CO 80634. BEGAN 3/2000 AS MEMBER- LLC THAT OWNS VACATION PROPERTY FOR MEMBERS. DEVOTES 0 HR/YR- NONE DURING TRADING.
2)WEALTH ADVISORS NETWORK INC, DBA: CONTRYMAN WEALTH ADIVSORS, 707 EAST PACIFIC DRAWER H, LEXINGTON, NE 68850. BEGAN 9/1997 AS SHAREHOLDER IN RIA. DEVOTES 10 HR/WK- 7 HR/TRADING.
3)WEALTH ADVISORS NETWORK INC, 5807 OSBORNE DR WEST, PO BOX 2026, HASTINGS, NE 68902. BEGAN 9/1997 AS STOCKHOLDER- INVESTMENT ADVISOR REP. DEVOTES 10 HR/WK- 7 HR/TRADING.
CRS (Client Relationship Summary) - RIA
Click below to view Marlin Kent 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®
NoneExperience
Current
September 3, 1997 - Present
WEALTH ADVISORS NETWORK, INC.
Office #1: 500 N Washington Drawer H, Lexington, NE 68850RIA
CRD#: 113836
LEXINGTON, NE
Current
June 17, 2013 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 709 East Pacific St, Lexington, NE 68850BD
CRD#: 39543
Lexington, NE
Past
March 16, 2000 - May 8, 2009
CONTRYMAN ASSOCIATES, P.C.
RIA
CRD#: 129224
LEXINGTON, NE
Past
July 22, 1997 - June 17, 2013
1ST GLOBAL CAPITAL CORP.
BD
CRD#: 30349
LEXINGTON, NE
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WA
WEALTH ADVISORS NETWORK, INC.
BS&P WEALTH MANAGEMENT | WEALTH ADVISORS NETWORK, INC. | WEALTH ADVISORS - NEBRASKA, INC. | LAUREL VALLEY ADVISORS | CONTRYMAN WEALTH ADVISORS
CRD#: 113836 / SEC#: 801-112018
RIA
Registered Investment Advisory firm - (10/19/2017 Approved)Colorado
Registered Investment Advisory firm - (12/5/2017 Terminated)Nebraska
Registered Investment Advisory firm - (11/28/2017 Terminated)Texas
Registered Investment Advisory firm - (11/28/2017 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arkansas(6/17/2013)
RR
Iowa(1/2/2024)
IAR
Nebraska(9/3/1997)
RR
Nebraska(6/17/2013)
RR
Nevada(6/17/2013)
RR
Texas(1/27/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
WA
WEALTH ADVISORS NETWORK, INC.
BS&P WEALTH MANAGEMENT | WEALTH ADVISORS NETWORK, INC. | WEALTH ADVISORS - NEBRASKA, INC. | LAUREL VALLEY ADVISORS | CONTRYMAN WEALTH ADVISORS
CRD#: 113836 / SEC#: 801-112018
RIA
Registered Investment Advisory firm - (10/19/2017 Approved)Colorado
Registered Investment Advisory firm - (12/5/2017 Terminated)Nebraska
Registered Investment Advisory firm - (11/28/2017 Terminated)Texas
Registered Investment Advisory firm - (11/28/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
201 Foundation Place Ste 100, Hastings, NE 68901
Mailing Address
Phone number
(402) 463-6769
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 788 |
| AUM (Assets Under Management) | $ 297,015,339 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
WEALTH ADVISORS NETWORK, INC.
CRD#: 113836Lexington, NE 68850TRUST BUT VERIFY
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