Erik Johnson
AIF®, CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Erik Johnson, Erik Andrew Johnson
Similar Advisors
EAGLE STRATEGIES LLC
THORNTON FINANCIAL PLANNING FIRM LLC
EP WEALTH ADVISORS
ONEAMERICA SECURITIES, INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
EAGLE STRATEGIES LLC
THORNTON FINANCIAL PLANNING FIRM LLC
EP WEALTH ADVISORS
ONEAMERICA SECURITIES, INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
EAGLE STRATEGIES LLC
THORNTON FINANCIAL PLANNING FIRM LLC
EP WEALTH ADVISORS
ONEAMERICA SECURITIES, INC.
Disclosures on record.
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
EAGLE STRATEGIES LLC
THORNTON FINANCIAL PLANNING FIRM LLC
EP WEALTH ADVISORS
ONEAMERICA SECURITIES, INC.
Credentials
Years of Experience
27 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
EAGLE STRATEGIES LLC
THORNTON FINANCIAL PLANNING FIRM LLC
EP WEALTH ADVISORS
ONEAMERICA SECURITIES, INC.
Current Firm
FLEISCHER & JOHNSON WEALTH MANAGEMENT, INC.
Contact Information
Main Address
919 S. 7th Street Suite 307, Bismarck, ND 58504Phone Number
(701) 355-9160# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
665AUM (Assets Under Management)
$102,223,433Similar Advisors
EAGLE STRATEGIES LLC
THORNTON FINANCIAL PLANNING FIRM LLC
EP WEALTH ADVISORS
ONEAMERICA SECURITIES, INC.
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
EAGLE STRATEGIES LLC
THORNTON FINANCIAL PLANNING FIRM LLC
EP WEALTH ADVISORS
ONEAMERICA SECURITIES, INC.
State Registrations and Notice Filings
(11/9/2021)
(2/11/2022)
(9/28/2021)
(1/2/2025)
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
EAGLE STRATEGIES LLC
THORNTON FINANCIAL PLANNING FIRM LLC
EP WEALTH ADVISORS
ONEAMERICA SECURITIES, INC.
CRS (Client Relationship Summary) - RIA
Click below to view Erik Johnson's CRS (Customer Relationship Summary).
Similar Advisors
EAGLE STRATEGIES LLC
THORNTON FINANCIAL PLANNING FIRM LLC
EP WEALTH ADVISORS
ONEAMERICA SECURITIES, INC.