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Levi Johnson

Lifemark Securities CORP.
39 Years of Experience
Durango, CO
3 DisclosuresBrokerSells Insurance
View SEC Summary
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Levi Johnson is a registered investment advisor at Lifemark Securities CORP., based in Durango, CO, with 39 years of industry experience. Levi is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,053 clients with $420M in assets under management.

Lifemark Securities CORP.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
80 advisors
Number of Clients
1,053 clients
Average Client Portfolio
$404K average
Assets Under Management
$424.9M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Representative fees generally range from 0.35% to 0.5% based on asset level, up to a maximum of 2.0%. Total client fees may exceed 2.0% depending on program selection and third-party manager fees. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Durango, CO

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
May 2021
Final
Employment Separation After Allegations
May 2021
Customer Dispute
November 2018
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Levi is affiliated with Carefree Financial Group, offering life, fixed annuity, disability, and Medicare supplement products, dedicating a few hours per week. He also serves as a board member for Embark Ministries, spending minimal time on this role.

Employment History
Current Registrations
Lifemark Securities CORP.
January 2022 - Present · 4 yrs 9 mos
Lifemark Securities CORP.
December 2021 - Present · 4 yrs 10 mos
Lifemark Securities CORP.Broker
December 2021 - Present · 4 yrs 10 mos
Previous Registrations
Thrivent Investment Management INC.
September 2004 - June 2021 · 16 yrs 9 mos
Thrivent Investment Management INC.Broker
July 2002 - June 2021 · 18 yrs 11 mos
Lutheran Brotherhood Securities CORP.Broker
January 1987 - July 2002 · 15 yrs 6 mos
State Registrations5 states
AZCOIANCTX
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.
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