MJ
Michael E. Johnson
PCG WEALTH MANAGEMENT
Lombard, IL 60148
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CRD#: 7843454
MJ
Professional summary
Michael Edward Johnson, who also goes by Michael Johnson, is a registered financial advisor currently at PCG WEALTH MANAGEMENT located in Lombard, Illinois and LPL FINANCIAL LLC located in Lombard, Illinois.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Michael has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michael 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- 09/2023 / MEJ and Associates / Tax Prep/Accounting/CPA / INVESTMENT RELATED / START DATE 03/22/2016 2- 09/2023 / Johnson, Peterek & Howse, LLC / Tax Prep/Accounting/CPA / INVESTMENT RELATED / START DATE 10/28/2016 3- 09/2023 / PCG Wealth Management / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / START DATE 09/24/2023 - 10 Hours Per Month During Securities Trading. 4. 9/2024 - PCG Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 9/24/2024 - 15 Hours Per Month/5 Hours During Securities Trading - I provide investment advisory services through PCG Wealth Advisors, LLC, an independent investment advisor firm. I expect to spend approximately 15 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 9/2024 - PCG Wealth Advisors, LLC - DBA: PCG Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 9/24/2024 - 30 Hours Per Month During Securities Trading - I provide investment advisory services through PCG Wealth Advisors, LLC, an independent investment advisor firm. I expect to spend approximately 15 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Edward 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®
NoneExperience
Current
September 30, 2024 - Present
PCG WEALTH MANAGEMENT
Office #1: 377 E. Butterfield Rd. Ste. 640, Lombard, IL 60148RIA
CRD#: 290977
Lombard, IL
Current
February 28, 2024 - Present
LPL FINANCIAL LLC
Office #1: 377 E Butterfield Rd Ste 640, Lombard, IL 60148RIA
BD
CRD#: 6413
Lombard, IL
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".
PW
PCG WEALTH MANAGEMENT
LIMESTONE WEALTH MANAGEMENT | WEALTHSPRINGS, LLC | PCG WEALTH MANAGEMENT, LLC | PCG WEALTH MANAGEMENT | PCG WEALTH ADVISORS, LLC | PCG WEALTH ADVISORS
CRD#: 290977 / SEC#: 801-112183
RIA
Registered Investment Advisory firm - (12/15/2017 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.RR
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
RR
Illinois(9/6/2024)
IAR
Illinois(9/30/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 2/28/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
PW
PCG WEALTH MANAGEMENT
LIMESTONE WEALTH MANAGEMENT | WEALTHSPRINGS, LLC | PCG WEALTH MANAGEMENT, LLC | PCG WEALTH MANAGEMENT | PCG WEALTH ADVISORS, LLC | PCG WEALTH ADVISORS
CRD#: 290977 / SEC#: 801-112183
RIA
Registered Investment Advisory firm - (12/15/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5700 W. 112th Street, Suite 120, Overland Park, KS 66211
Mailing Address
Phone number
(913) 323-3112
Established
Firm type
Fiscal year end
# of Employees
23
SEC notice filing (22 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,795 |
| AUM (Assets Under Management) | $ 765,458,126 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
