Robbie I. Johnson

CSH INVESTMENT MANAGEMENT

Taylorville, IL 62568

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CRD#: 4498532

Professional summary

Robbie Ivan Johnson is a registered financial advisor currently at CSH INVESTMENT MANAGEMENT located in Taylorville, Illinois.

Robbie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Robbie has worked at 4 firms and has passed the Series 65, Series 66 and Series 7 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robbie Ivan 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®

None

Experience

Current

January 30, 2020 - Present

CSH INVESTMENT MANAGEMENT

Office #1: 926 W. Spresser, Taylorville, IL 62568

RIA

CRD#: 128032

Taylorville, IL

Past

March 26, 2007 - February 27, 2009

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

SPRINGFIELD, IL

Past

March 26, 2007 - February 27, 2009

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

SPRINGFIELD, IL

Past

October 12, 2005 - March 19, 2007

U.S. BANCORP INVESTMENTS, INC.

CRD#: 17868

SPRINGFIELD, IL

Past

April 18, 2002 - November 10, 2003

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

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

Illinois
(1/30/2020)

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: 1/30/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 5/10/2002

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 4/17/2002

General Securities Representative Examination

Current Firm

CSH INVESTMENT MANAGEMENT

CSH FINANCIAL SERVICES | HENRY, CHARLES STEVE | CSH INVESTMENT MANAGMENT LLC | CSH INVESTMENT MANAGEMENT LLC | CSH INVESTMENT MANAGEMENT

CRD#: 128032 / SEC#:

Illinois

Registered Investment Advisory firm - (10/20/2003 Approved)

Missouri

Registered Investment Advisory firm - (2/4/2008 Approved)

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Contact information

Main Address

926 W. Spresser, Taylorville, IL 62568

Mailing Address

Po Box 736, Taylorville, IL 62568

Phone number

(217) 824-4211

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	306
AUM (Assets Under Management)	$ 49,048,268

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Robbie I. Johnson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

CSH INVESTMENT MANAGEMENT

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

U.S. BANCORP INVESTMENTS, INC.

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/30/2020

Series 66

Date: 5/10/2002

Series 7

Date: 4/17/2002

Current Firm

CSH INVESTMENT MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CSH INVESTMENT MANAGEMENT

TRUST BUT VERIFY

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