KJ
Kyle Johnson
CETERA INVESTMENT ADVISERS
Topeka, KS 66614
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CRD#: 5653615
KJ
Kyle JohnsonCETERA INVESTMENT ADVISERS
Professional summary
Kyle Johnson is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Topeka, Kansas and CETERA WEALTH SERVICES, LLC located in Topeka, Kansas.
Kyle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Kyle has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
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) Avantax Insurance Agency; 3200 Olympus Blvd, Ste 100, Dallas, TX 75019; Equity Indexed Annuity~Agent~12/1/2009~48hrs~32hrs~I may have the ability to sell any, or all of the following products: variable annuities, fixed annuities, any/all types of index annuities, variable insurance (e.g. VUL/VIL). 2) K.L. Johnson Properties LLC~'NIR'~6447 SW 24th St.~Topeka~KS~66614~Real Estate/Mortgage (I.E. Sales Agent/Broker, Mortgage Originator)~Owner~9/5/2018~4hrs~4hrs~This is a sole member LLC. I have responsibility of management of the LLC. 3) Valleyview Pkwy LLC~'NIR'~19201 E. Valleyview Parkway, Suite D~Independence~MO~64055~Rental Property~Other~5/31/2018~2hrs~2hrs~My role is as an investor and minor duties will eventually be to attend property management meetings and llc meetings to make decisions going forward. 4)LINK WEALTH STRATEGIES POSITION: Owner, Senior Wealth Advisor NATURE: Previously DBA K.L. Johnson Advisors, we have renamed our company to Link Wealth Strategies. We are a retirement planning and wealth management firm that is affiliated with Avantax. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 130 START DATE: 12/09/2022 ADDRESS: 5869 SW 29th St., Topeka KS 66614, United States DESCRIPTION: I am the owner, as well as a Senior Wealth Advisor for Link Wealth Strategies. I lead and equip staff to do the roles they have been hired for. I also serve as a Financial Advisor to clients, helping them plan for retirement and manage their investments. 5) NAME OF OTHER BUSINESS: THE OWNERS PLAYBOOK; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: LEADERSHIP AND BUSINESS COACHING; START DATE: 01/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: TO COACH YOUNG PROFESSIONALS IN PERSONAL AND BUSINESS LEADERSHIP; 6) NAME OF OTHER BUSINESS: LINKED PLANNING PARTNERS; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: NETWORKING AND REFERRAL SERVICES, START DATE: 01/2025, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 5, APX NUMBER OF HOURS DURING TRADING HOURS: 5, BRIEF DESCRIPTION OF DUTIES: HOST EDUCATIONAL AND APPROVED EVENTS, UTILIZING COMPLIANCE APPROVED EMAILS AND MATERIALS, PROVIDE HIGH LEVEL SERVICE TO CLIENTS BASED ON THE INTERCONNECTED GROUP OF PROFESSIONALS;
CRS (Client Relationship Summary) - RIA
Click below to view Kyle 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
July 22, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 5863 Sw 29th St., Topeka, KS 66614Office #2: 4710 So Cedar Crest Ct. Suite 600, Independence, MO 64055RIA
CRD#: 105644
Topeka, KS
Current
July 22, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 5863 Sw 29th Street, Topeka, KS 66614Office #2: 4710 So Cedar Crest Ct. Suite 600, Independence, MO 64055BD
CRD#: 13572
Topeka, KS
Past
October 14, 2011 - September 8, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Independence, MO
Past
May 22, 2009 - September 8, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Independence, MO
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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.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
Alabama(7/22/2025)
RR
California(7/22/2025)
RR
Colorado(7/22/2025)
RR
Florida(7/22/2025)
RR
Georgia(7/22/2025)
RR
Indiana(9/18/2025)
RR
Iowa(7/22/2025)
RR
Kansas(7/22/2025)
IAR
Kansas(7/22/2025)
RR
Missouri(7/22/2025)
IAR
Missouri(7/22/2025)
RR
Nebraska(9/9/2025)
RR
Nevada(9/9/2025)
RR
New York(7/7/2026)
RR
Ohio(7/22/2025)
RR
Oklahoma(7/22/2025)
RR
Oregon(9/9/2025)
RR
South Carolina(7/22/2025)
RR
South Dakota(7/22/2025)
RR
Texas(7/22/2025)
IAR
Texas(7/22/2025)
RR
Virginia(9/18/2025)
RR
Washington(7/22/2025)
RR
West Virginia(9/9/2025)
Exams
What does exam status mean?
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 6
Passed: 5/20/2009
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Loading...
Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
10,251
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 813,961 |
| AUM (Assets Under Management) | $ 256,813,748,739 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 |
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.
