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William Joel Johnson

William J. Johnson

WHITE PINE INVESTMENT CO
Livonia, MI 48152
Some features on this profile are disabled
CRD#: 4784523
William Joel Johnson

Professional summary

William Joel Johnson, CFP®, who also goes by William Johnson, is a registered financial advisor currently at WHITE PINE INVESTMENT CO located in Livonia, Michigan.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. William has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

William 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Joel Johnson's CRS (Customer Relationship Summary).
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®
CFP®

Certified Financial Planner

Start date: 2017

Experience

Current

April 16, 2020 - Present

WHITE PINE INVESTMENT CO

Office #1: 17199 Laurel Park Dr North Suite 220, Livonia, MI 48152
RIA
CRD#: 111556
Livonia, MI
Past

August 12, 2014 - December 7, 2018

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
Novi, MI
Past

August 8, 2014 - December 7, 2018

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Novi, MI
Past

November 19, 2010 - August 4, 2014

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
BIRMINGHAM, MI
Past

October 13, 2010 - July 30, 2014

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
BIRMINGHAM, MI
Past

November 13, 2009 - September 8, 2010

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
WHITE LAKE, MI
Past

April 27, 2004 - November 13, 2009

NATCITY INVESTMENTS, INC.

BD
CRD#: 17490
COMMERCE TWP., MI

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".
WP
WHITE PINE INVESTMENT CO
WHITE PINE INVESTMENT CO | WHITE PINE INVESTMENT COMPANY

CRD#: 111556 / SEC#: 801-55054

RIA
Registered Investment Advisory firm - (11/21/1997 Approved)

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
Michigan
(4/16/2020)
IAR
Texas
(3/25/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/18/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/29/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/19/2007
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 4/26/2004
Investment Company Products/Variable Contracts Representative Examination

Current Firm

WP
WHITE PINE INVESTMENT CO
WHITE PINE INVESTMENT CO | WHITE PINE INVESTMENT COMPANY

CRD#: 111556 / SEC#: 801-55054

RIA
Registered Investment Advisory firm - (11/21/1997 Approved)
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Contact information

Main Address
17199 Laurel Park Dr North Suite 220, Livonia, MI 48152
Mailing Address
Phone number
(734) 464-2532
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (8 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2025 ANNUAL ADV PART II (3/14/2025)

Regulatory assets under management

Total Number of Accounts1,178
AUM (Assets Under Management)$ 465,784,043

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.

Company Information

WHITE PINE INVESTMENT CO

CRD#: 111556Livonia, MI 48152

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