Gregory M. Johns

STACKSTONE WEALTH

LAKE GENEVA, WI 53147

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CRD#: 6728844

Professional summary

Gregory Mehler Johns, who also goes by Greg M Johns, Greg Mehler Johns, Greg Johns, Gregory M Johns, Gregory Mehler Johns, Gregory Johns, is a registered financial advisor currently at STACKSTONE WEALTH, LLC located in Lake Geneva, Wisconsin.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Gregory has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

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.

INSURANCE AGENT; INVESTMENT-RELATED; DUBUQUE, IA; INSURANCE SALES AND SERVICE; AGENT; 11/16; HOURS AS NEEDED TO SERVICE CLIENTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Mehler Johns's CRS (Customer Relationship Summary).

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

June 24, 2026 - Present

STACKSTONE WEALTH, LLC

Office #1: 835 Geneva Pkwy Suite 2, Lake Geneva, WI 53147

RIA

CRD#: 342692

LAKE GENEVA, WI

Past

December 6, 2023 - July 1, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Lake Geneva, WI

Past

December 6, 2023 - July 1, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Lake Geneva, WI

Past

November 10, 2020 - December 8, 2023

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

CHICAGO, IL

Past

November 4, 2020 - December 8, 2023

MML INVESTORS SERVICES, LLC

CRD#: 10409

CHICAGO, IL

Past

May 15, 2018 - November 11, 2020

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

BARRINGTON, IL

Past

May 15, 2018 - November 11, 2020

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

BARRINGTON, IL

Past

May 17, 2017 - May 16, 2018

MONEY CONCEPTS CAPITAL CORP

RIA

CRD#: 12963

LIBERTYVILLE, IL

Past

April 14, 2017 - May 16, 2018

MONEY CONCEPTS CAPITAL CORP

CRD#: 12963

LIBERTYVILLE, 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

Iowa
(6/24/2026)

IAR

Wisconsin
(6/24/2026)

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

What does exam status mean?

State Security Law Exam

IAR

Series 66

Status Unavailable

Passed: 5/16/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Status Unavailable

Passed: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Status Unavailable

Passed: 4/14/2017

General Securities Representative Examination

Current Firm

STACKSTONE WEALTH, LLC

STACKSTONE WEALTH, LLC | WEST STATE WEALTH MANAGEMENT GROUP, LLC

CRD#: 342692 / SEC#: 801-136461

RIA

Registered Investment Advisory firm - (6/10/2026 120-Day Approval)

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Contact information

Main Address

6601 Boulder Brook Court, Dubuque, IA 52003

Mailing Address

Phone number

(563) 552-7000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A DISCLOSURE BROCHURE - STACKSTONE WEALTH, LLC (6/24/2026)

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.

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We're Here To Help

Advisor Monitoring

Firm Stability Insights

Gregory M. Johns

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Mehler Johns's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

MONEY CONCEPTS CAPITAL CORP

MONEY CONCEPTS CAPITAL CORP

State Registrations and Notice Filings

Exams

Series 66

Passed: 5/16/2017

SIE

Passed: 10/1/2018

Series 7

Passed: 4/14/2017

Current Firm

STACKSTONE WEALTH, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

STACKSTONE WEALTH, LLC

TRUST BUT VERIFY

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