Bradley K. Johnston
FIDUCIARY BENEFITS GROUP | Wealth Manager
Meridian, ID
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CRD#: 6906301
Professional summary
Bradley Keith Johnston, CFP®, who also goes by Brad Johnston, is a registered financial advisor currently at FIDUCIARY BENEFITS GROUP located in Meridian, Idaho.
Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Bradley has worked at 3 firms and has passed the Series 65 exam.
Biography
Bradley serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits and estate planning.
Prior to joining Creative Planning, Bradley was the Strategic Manager and a Sr. Wealth Advisor at an independent investment firm servicing high-net worth individuals and families. Bradley worked closely with clients to implement holistic tailored wealth strategies, as well as overseeing all technical functions of their Wealth Management team.
Bradley earned a Bachelor of Business Administration degree in Finance as well as Master of Science degree in Business Administration with an emphasis in financial and tax planning from San Diego State University. Bradley is also a CERTIFIED FINANCIAL PLANNER™️ professional as designated by the Certified Financial Planner Board of Standards as well as a Chartered Financial Consultant® as designated by The American College of Financial Services.
Bradley and his wife, Ashley, have one daughter – Leanna. Bradley enjoys mentoring, having coached high school baseball for several seasons, as well as volunteering with his wife to help students through their church. As a San Diego native, Bradley spends his spare time being outside with his family supporting the Padres, at the zoo, or walking their dog Beans.
Question & Answer
How do you get paid?
Fee Only
Are you a "fiduciary"?
Yes
Aliases
Brad 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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Bradley Keith 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®
CFP®
Start date: 2018
Experience
Current
July 7, 2023 - Present
FIDUCIARY BENEFITS GROUP
RIA
CRD#: 326204
Meridian, ID
Past
January 4, 2022 - July 10, 2023
CREATIVE PLANNING
RIA
CRD#: 105348
La Mesa, CA
Past
March 8, 2018 - January 3, 2022
REILLY FINANCIAL ADVISORS
RIA
CRD#: 110315
LA MESA, CA
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".
FB
FIDUCIARY BENEFITS GROUP
FIDUCIARY BENEFITS GROUP
CRD#: 326204 / SEC#: 801-127947
RIA
Registered Investment Advisory firm - (5/8/2023 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
California(7/7/2023)
IAR
Idaho(7/11/2024)
IAR
Texas(8/17/2023)
Current Firm
FB
FIDUCIARY BENEFITS GROUP
FIDUCIARY BENEFITS GROUP
CRD#: 326204 / SEC#: 801-127947
RIA
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Contact information
Main Address
Temecula, CA
Mailing Address
4660 La Jolla Village Drive Suite 100 - #2244, San Diego, CA 92122
Phone number
(844) 967-8491
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 347 |
| AUM (Assets Under Management) | $ 843,444,052 |
Red Flags
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