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GJ

Gregory M. Johns

WEST STATE WEALTH MANAGEMENT GROUP
LAKE GENEVA, WI 53147
Some features on this profile are disabled
CRD#: 6728844
GJ
Gregory Mehler JohnsWEST STATE WEALTH MANAGEMENT GROUP

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 WEST STATE WEALTH MANAGEMENT GROUP, 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

Greg M Johns | Greg Mehler Johns | Greg Johns | Gregory M Johns | Gregory Mehler Johns | Gregory Johns

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 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

WEST STATE WEALTH MANAGEMENT GROUP, 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

BD
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

BD
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

BD
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

BD
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)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/16/2017
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/14/2017
General Securities Representative Examination

Current Firm

WS
WEST STATE WEALTH MANAGEMENT GROUP, 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
7 West State Street Suite 100, Sharon, PA 16146
Mailing Address
Phone number
(971) 371-3450
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV 2A DISCLOSURE BROCHURE - WEST STATE WEALTH MANAGEMENT GROUP, LLC (5/11/2026)
0

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.

Company Information

WEST STATE WEALTH MANAGEMENT GROUP, LLC

CRD#: 342692Lake Geneva, WI 53147

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