Anthony R. Johnson

KUSSKE FINANCIAL

Burnsville, MN 55337

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CRD#: 7008015

Professional summary

Anthony Robert Johnson, who also goes by Tony Robert Johnson, is a registered financial advisor currently at KUSSKE FINANCIAL, INC. located in Burnsville, Minnesota and OSAIC WEALTH, INC. located in Burnsville, Minnesota.

Anthony is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Anthony has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tony Robert 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.

1)Gallagher Fiduciary Advisors;investment related;11980 Portland Ave S, Burnsville, MN;investment advisory services;financial services associate;8/8/2023;20 hrs/month;16 hrs during trading;client servicing 2)Kusske Financial;investment related;11980 Portland Ave S,Burnsville,MN 55431;financial planning;financial services associate;12/13/2018;150 hrs/month;130 hrs during trading;updating and creating financial plans

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Robert 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®

None

Experience

Current

December 6, 2023 - Present

KUSSKE FINANCIAL, INC.

Office #1: 11980 Portland Ave S, Burnsville, MN 55337

RIA

CRD#: 299967

Burnsville, MN

Current

August 23, 2024 - Present

OSAIC WEALTH, INC.

Office #1: 11980 Portland Avenue South, Burnsville, MN 55337

RIA

CRD#: 23131

Burnsville, MN

Past

August 7, 2023 - August 23, 2024

TRIAD ADVISORS LLC

CRD#: 25803

Burnsville, MN

Past

December 6, 2021 - April 19, 2023

INDEPENDENT FINANCIAL GROUP, LLC

RIA

CRD#: 7717

Burnsville, MN

Past

December 13, 2018 - August 7, 2023

INDEPENDENT FINANCIAL GROUP, LLC

CRD#: 7717

Burnsville, MN

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.

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

IAR

Minnesota
(12/6/2023)

Minnesota
(8/23/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/3/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/8/2019

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 12/13/2018

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/12/2018

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

KUSSKE FINANCIAL, INC.

CRD#: 299967 / SEC#:

Minnesota

Registered Investment Advisory firm - (1/16/2020 Approved)

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Contact information

Main Address

11980 Portland Ave S, Burnsville, MN 55337

Mailing Address

Phone number

(952) 895-6963

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	12
AUM (Assets Under Management)	$ 3,173,558

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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Anthony R. Johnson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Robert Johnson's CRS (Customer Relationship Summary).

Certified licenses

Experience

KUSSKE FINANCIAL, INC.

OSAIC WEALTH, INC.

TRIAD ADVISORS LLC

INDEPENDENT FINANCIAL GROUP, LLC

INDEPENDENT FINANCIAL GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/3/2021

Series 63

Date: 3/8/2019

Series 7TO

Date: 12/13/2018

SIE

Date: 10/12/2018

FINRA

Current Firm

KUSSKE FINANCIAL, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

KUSSKE FINANCIAL, INC.

TRUST BUT VERIFY

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