Johann C. Johnson
STRATEGIC ADVISERS LLC | Financial Consultant
OMAHA, NE
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CRD#: 6104212
Professional summary
Johann C Johnson, CFP®, who also goes by Johann Chancy Johnson, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Omaha, Nebraska and FIDELITY BROKERAGE SERVICES LLC located in Overland Park, Kansas.
Johann is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Johann has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
I support clients in the Omaha and Lincoln, NE area. I help clients develop and implement financial plans to pursue their individualized goals. I commonly work with clients on preserving wealth, income planning, tax efficient investing, educational planning, estate planning considerations, and charitable giving.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Johann Chancy 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.
CRS (Client Relationship Summary) - RIA
Click below to view Johann C 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®
Education
University of Nebraska
Juris Doctor (JD) - Estate Planning and Litigation
2012
University of Nebraska at Omaha
Bachelor of Business Administration - Economics and Marketing
2003
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
OMAHA, NE
Current
September 16, 2014 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 11200 Nall Avenue, Overland Park, KS 66211BD
CRD#: 7784
Overland Park, KS
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
OMAHA, NE
Past
October 16, 2014 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
OMAHA, NE
Past
October 11, 2012 - October 16, 2012
PRINCIPAL SECURITIES, INC.
RIA
CRD#: 1137
OMAHA, NE
Past
October 2, 2012 - October 16, 2012
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
OMAHA, NE
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 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
Arizona(8/12/2016)
RR
California(1/8/2018)
RR
Colorado(11/20/2015)
RR
District of Columbia(10/15/2021)
RR
Florida(1/8/2018)
RR
Hawaii(8/16/2021)
RR
Idaho(5/11/2020)
RR
Illinois(1/8/2018)
RR
Iowa(9/16/2014)
RR
Kansas(12/2/2015)
IAR
Kansas(3/31/2025)
RR
Louisiana(1/17/2025)
RR
Maryland(11/9/2020)
RR
Michigan(10/19/2016)
RR
Minnesota(4/28/2020)
RR
Missouri(2/6/2018)
RR
Montana(4/27/2020)
RR
Nebraska(9/16/2014)
IAR
Nebraska(3/31/2025)
RR
Nevada(9/22/2025)
RR
New Mexico(2/3/2017)
RR
New York(3/5/2024)
RR
North Carolina(8/18/2020)
RR
Oklahoma(3/7/2022)
RR
South Dakota(11/24/2015)
RR
Texas(1/7/2018)
IAR
Texas(3/31/2025)
RR
Virginia(4/12/2021)
RR
Washington(6/28/2024)
RR
West Virginia(10/21/2021)
RR
Wisconsin(8/28/2019)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Omaha, NETRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
