Michael P. Johnson

TEACHER WEALTH

Des Moines, IA

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CRD#: 6078498

Professional summary

Michael Paul Johnson, CFP® is a registered financial advisor currently at TEACHER WEALTH located in Des Moines, Iowa.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Michael has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

What are your service offerings?

Education Planning

Retirement Planning

Comprehensive Financial Planni...

Investment Planning

Do you have an area of expertise or specialization?

AUM

Cash Flow/Budgets/Credit Issue...

College/Education Planning

Fixed Fee (Subscription, Retai...

Generation X

Hourly

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 Michael Paul 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®

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

June 25, 2020 - Present

TEACHER WEALTH

RIA

CRD#: 309400

Des Moines, IA

Past

August 8, 2017 - June 25, 2020

AO WEALTH ADVISORY

RIA

CRD#: 288301

URBANDALE, IA

Past

May 1, 2014 - August 10, 2017

INVESTMENT ADVISORS CORP

RIA

CRD#: 117531

URBANDALE, IA

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

Iowa
(6/25/2020)

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: 4/10/2014

Uniform Investment Adviser Law Examination

Current Firm

TEACHER WEALTH

TEACHER WEALTH | TEACHER WEALTH, LLC

CRD#: 309400 / SEC#:

Iowa

Registered Investment Advisory firm - (6/25/2020 Approved)

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Contact information

Main Address

Des Moines, IA

Mailing Address

Phone number

(515) 985-5500

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	220
AUM (Assets Under Management)	$ 15,326,934

Red Flags

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

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Michael P. Johnson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Paul Johnson's CRS (Customer Relationship Summary).

Certified licenses

Experience

TEACHER WEALTH

AO WEALTH ADVISORY

INVESTMENT ADVISORS CORP

State Registrations and Notice Filings

Exams

Series 65

Date: 4/10/2014

Current Firm

TEACHER WEALTH

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TEACHER WEALTH

TRUST BUT VERIFY

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