Michael Paul Johnson
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Education Funding
- Retirement Planning
- Financial Planning
- Investment Management
- Cashflow & Budgeting
Specializations
Other Aliases
There are no additional aliases reported.
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OSAIC WEALTH, INC.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Credentials
Years of Experience
12 years in the financial services industry
Current & Past Employments
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OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
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Current Firm
TEACHER WEALTH | TEACHER WEALTH, LLC
Contact Information
Main Address
Des Moines, IAPhone Number
(515) 985-5500# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
212AUM (Assets Under Management)
$18,169,878Similar Advisors
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AUSDAL FINANCIAL PARTNERS, INC.
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
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State Registrations and Notice Filings
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
OSAIC WEALTH, INC.
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CRS (Client Relationship Summary) - RIA
Click below to view Michael Paul Johnson's CRS (Customer Relationship Summary).
Services Offered by Michael
- Education Funding
- Retirement Planning
- Financial Planning
- Investment Management
- Cashflow & Budgeting
Similar Advisors
OSAIC WEALTH, INC.
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