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MJ

Mark C. Johnson

DOGWOOD INVESTMENT ADVISORS
NORTHBROOK, IL 60062
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CRD#: 5959479
MJ

Professional summary


Mark Charles Johnson is a registered financial advisor currently at DOGWOOD INVESTMENT ADVISORS located in Northbrook, Illinois.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Mark has worked at 3 firms and has passed the Series 66 and Series 7 exams.

top-8-questions

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 Mark Charles 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

February 27, 2014 - Present

DOGWOOD INVESTMENT ADVISORS

Office #1: 630 Dundee Road Suite 110, Northbrook, IL 60062
RIA
CRD#: 170182
NORTHBROOK, IL
Past

January 3, 2012 - February 27, 2012

NORTHSTAR FINANCIAL PARTNERS, INC.

RIA
CRD#: 107708
LAKE FOREST, IL
Past

January 3, 2012 - February 27, 2012

NORTHSTAR FINANCIAL PARTNERS, INC.

BD
CRD#: 107708
LAKE FOREST, IL
Past

October 27, 2011 - January 27, 2012

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
BARRINGTON, IL
Past

September 27, 2011 - January 27, 2012

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
BARRINGTON, IL

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
(2/27/2014)
IAR
Texas
(2/4/2022)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 10/26/2011
Uniform Combined State Law Examination
General Industry/Product Exam

Current Firm


DI
DOGWOOD INVESTMENT ADVISORS
DOGWOOD HOLDINGS, LLC | DOGWOOD INVESTMENT ADVISORS

CRD#: 170182 / SEC#:

Illinois
Registered Investment Advisory firm - (2/27/2014 Approved)
Texas
Registered Investment Advisory firm - (1/27/2022 Conditional Restricted)
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Contact information


Main Address
630 Dundee Rd Suite 110, Northbrook, IL 60062
Mailing Address
Phone number
(847) 220-4044
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts76
AUM (Assets Under Management)$ 36,500,000

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


DOGWOOD INVESTMENT ADVISORS

CRD#: 170182Northbrook, IL 60062

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