Erik Johnson

FLEISCHER & JOHNSON WEALTH MANAGEMENT

Bismarck, ND 58504

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CRD#: 3082426

Professional summary

Erik Johnson, AIF®, CFP®, who also goes by Erik Andrew Johnson, is a registered financial advisor currently at FLEISCHER & JOHNSON WEALTH MANAGEMENT, INC. located in Bismarck, North Dakota.

Erik is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Erik has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Erik Andrew 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.

(1) 03/25/2014: NO BUSINESS NAME - Not Investment Related - At Reported Business Location(s) - NOTARY - 1% OF TIME SPENT - To apply for a Notary Public Stamp. (2) 08/10/2021 - SILAC Insurance Company - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 08/04/2021 - 2 Hours Per Month/2 Hours During Securities Trading.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erik 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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

September 28, 2021 - Present

FLEISCHER & JOHNSON WEALTH MANAGEMENT, INC.

Office #1: 919 S. 7th Street Suite 307, Bismarck, ND 58504

RIA

CRD#: 316194

Bismarck, ND

Past

June 30, 2014 - January 6, 2022

VANTAGE POINT WEALTH MANAGEMENT

RIA

CRD#: 167886

BISMARCK, ND

Past

November 18, 2013 - October 10, 2014

LPL FINANCIAL LLC

RIA

CRD#: 6413

BISMARCK, ND

Past

October 10, 2013 - December 31, 2021

LPL FINANCIAL LLC

CRD#: 6413

BISMARCK, ND

Past

April 27, 2012 - February 22, 2013

LPL FINANCIAL LLC

CRD#: 6413

ST PAUL, MN

Past

December 20, 2000 - December 31, 2001

THE VARIABLE ANNUITY MARKETING COMPANY

CRD#: 5081

HOUSTON, TX

Past

December 20, 2000 - May 2, 2012

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

EDINA, MN

Past

September 10, 1999 - July 21, 2000

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

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

Arizona
(11/9/2021)

IAR

Minnesota
(2/11/2022)

IAR

North Dakota
(9/28/2021)

IAR

Oklahoma
(1/2/2025)

IAR

Texas
(10/11/2021)

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: 11/12/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/20/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/9/1999

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/25/2012

General Securities Principal Examination

Current Firm

FLEISCHER & JOHNSON WEALTH MANAGEMENT, INC.

CRD#: 316194 / SEC#:

Arizona

Registered Investment Advisory firm - (11/9/2021 Approved)

Minnesota

Registered Investment Advisory firm - (2/11/2022 Approved)

North Dakota

Registered Investment Advisory firm - (9/17/2021 Approved)

Oklahoma

Registered Investment Advisory firm - (10/14/2021 Approved)

Texas

Registered Investment Advisory firm - (10/7/2021 Conditional Restricted)

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Contact information

Main Address

919 S. 7th Street Suite 307, Bismarck, ND 58504

Mailing Address

Phone number

(701) 355-9160

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	679
AUM (Assets Under Management)	$ 91,264,360

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.

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Advisor Monitoring

Firm Stability Insights

Erik Johnson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

VANTAGE POINT WEALTH MANAGEMENT

LPL FINANCIAL LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

THE VARIABLE ANNUITY MARKETING COMPANY

VALIC FINANCIAL ADVISORS, INC.

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 65

Date: 11/12/2013

Series 63

Date: 9/20/1999

SIE

Date: 10/1/2018

Series 7

Date: 9/9/1999

Series 24

Date: 6/25/2012

Current Firm

FLEISCHER & JOHNSON WEALTH MANAGEMENT, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FLEISCHER & JOHNSON WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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