MJ
ChFC
MJ
ChFC

Martha Johnson

40 Years of Experience
Wichita, KS
BrokerSells Insurance

Martha Johnson is a ChFC-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Wichita, KS, with 40 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3935 advisors
Number of Clients
323,031 clients
Average Client Portfolio
$317K average
Assets Under Management
$102.4B

Fee Structure

Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.

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Location

727 N Waco, Ste. 570, Wichita, KS, 67203

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Martha is an independent insurance agent, a manager of a family farming operation, and an advisory representative of a Registered Investment Advisor (RIA). She also serves on the board of The Kansas Baptist Convention Foundation Inc and volunteers with Girls Scouts Kansas Heartland, while also being a committee member at Garden Plain Community Church and being involved with the Financial Planning Association of Kansas. Martha also has a DBA called CoreNorth Capital Planning, taking up nearly full-time.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
July 2014 - Present · 11 yrs 10 mos
Cambridge Investment Research, INC.Broker
July 2014 - Present · 11 yrs 10 mos
Previous Registrations
New England Securities Corporation
December 2000 - July 2014 · 13 yrs 7 mos
New England SecuritiesBroker
September 1998 - July 2014 · 15 yrs 10 mos
Mony Securities CORP.Broker
October 1985 - October 1998 · 13 yrs
State Registrations12 states
ALAZCOKSMOOKORPASCTXVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Martha Johnson - Financial Advisor | TrueAdvisor