CJ
Casey A. Johnston
PUBLIC SAFETY FINANCIAL/GALLOWAY
Mesa, AZ 85201
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CRD#: 6465187
CJ
Professional summary
Casey Adam Johnston, who also goes by Casey Johnston, is a registered financial advisor currently at PUBLIC SAFETY FINANCIAL/GALLOWAY located in Mesa, Arizona and MODERN WEALTH MANAGEMENT, LLC located in Mesa, Arizona.
Casey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Casey has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Casey Johnston
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) Name and address of business: Public Safety Financial Insurance 1138 N Alma School Rd # 201 Mesa AZ 85201. The nature of the other business, including whether it is investment-related: Public Safety Financial Insurance is an insurance company. Yes, it is investment related. Your position, title, or association with the other business, including duties: Insurance agent with Public Safety Financial Insurance that is authorized to sell fixed annuities. The start date of your relationship with the other business: 03/10/2020. The approximate number of hours per month you devote to the other business: 2. The number of hours you devote to the other business during securities trading hours: 2; 2) Name of the other business: Myles Navarra LLC; the business is not investment-related; address of the other business: 25624 S 185th Place, Queen Creek, AZ 85142; the nature of the other business: Rental Properties; your position, title, or relationship with the other business: Owner/Landlord; start date of your relationship: August 31, 2023; approximate number of hours/month you devote to the other business: 2 Hour; number of hours you devote to the other business during securities trading hours: 0 hour; and briefly describe your duties relating to the other business: owner/landlord 3) Name of the other business: Flagstaff Beech LLC; the business is not investment-related; address of the other business: 25624 S 185th Place, Queen Creek, AZ 85142; the nature of the other business: Rental Properties; your position, title, or relationship with the other business: Owner; start date of your relationship: August 31, 2023; approximate number of hours/month you devote to the other business: 2 Hour; number of hours you devote to the other business during securities trading hours: 0 hour; and briefly describe your duties relating to the other business: owner 4) Name of the other business: Moses Vista LLC; the business is not investment-related; address of the other business: 25624 S 185th Place, Queen Creek, AZ 85142; the nature of the other business: Rental Properties; your position, title, or relationship with the other business: Owner/landlord; start date of your relationship: August 31, 2023; approximate number of hours/month you devote to the other business: 2 Hour; number of hours you devote to the other business during securities trading hours: 0 hour; and briefly describe your duties relating to the other business: owner/landlord 5) Name of the other business: Lincoln Rochester LLC; the business is not investment-related; address of the other business: 25624 S 185th Place, Queen Creek, AZ 85142; the nature of the other business: Rental Properties; your position, title, or relationship with the other business: Owner; start date of your relationship: August 31, 2023; approximate number of hours/month you devote to the other business: 2 Hour; number of hours you devote to the other business during securities trading hours: 0 hour; and briefly describe your duties relating to the other business: owner/landlord 6) Name of the other business: Lucky Six Consulting, LLC; the business is not investment-related; address of the other business: 25624 S 185th Place, Queen Creek, AZ 85142; the nature of the other business: Payroll administration for 1099 employee; your position, title, or relationship with the other business: Owner; start date of your relationship: July 1, 2020; approximate number of hours/month you devote to the other business: 2 Hour; number of hours you devote to the other business during securities trading hours: 0 hour; and briefly describe your duties relating to the other business: owner
CRS (Client Relationship Summary) - RIA
Click below to view Casey Adam Johnston'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
May 8, 2015 - Present
PUBLIC SAFETY FINANCIAL/GALLOWAY
Office #1: 1138 N Alma School Rd Suite 201, Mesa, AZ 85201RIA
CRD#: 141091
Mesa, AZ
Current
August 29, 2025 - Present
MODERN WEALTH MANAGEMENT, LLC
Office #1: 1138 N Alma School Rd, Mesa, AZ 85201RIA
CRD#: 324624
MESA, AZ
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".
MW
MODERN WEALTH MANAGEMENT, LLC
MODERN WEALTH MANAGEMENT, LLC | PUBLIC SAFETY FINANCIAL | PETSO FINANCIAL, A DIVISION OF MODERN WEALTH MANAGEMENT, LLC
CRD#: 324624 / SEC#: 801-127231
RIA
Registered Investment Advisory firm - (5/2/2023 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.Highlighted states indicate IAR registrations
IAR
Arizona(5/8/2015)
IAR
Texas(4/5/2024)
Current Firm
MW
MODERN WEALTH MANAGEMENT, LLC
MODERN WEALTH MANAGEMENT, LLC | PUBLIC SAFETY FINANCIAL | PETSO FINANCIAL, A DIVISION OF MODERN WEALTH MANAGEMENT, LLC
CRD#: 324624 / SEC#: 801-127231
RIA
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Contact information
Main Address
13550 W 95th St., Lenexa, KS 66227
Mailing Address
Phone number
(913) 393-1000
Established
Firm type
Fiscal year end
# of Employees
150
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 18,823 |
| AUM (Assets Under Management) | $ 6,148,915,787 |
Red Flags
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