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Craig Johnson

Cl Wealth Management LLC
37 Years of Experience
Minnetonka, MN
1 DisclosureBroker
View SEC Summary
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Craig Johnson is a registered investment advisor at Cl Wealth Management LLC, based in Minnetonka, MN, with 37 years of industry experience. Craig is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 2,168 clients with $730M in assets under management.

Cl Wealth Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
42 advisors
Number of Clients
2,168 clients
Average Client Portfolio
$338K average
Assets Under Management
$733.6M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.25%
$100K - $250K2.00%
$250K - $500K1.75%
$500K - $1.0M1.50%
$1.0M - $2.0M1.25%
$2M+1.25%

Fees are negotiable for accounts over $2,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

12800 Whitewater Drive, Suite 100, Minnetonka, MN, 55343

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History

Regulatory History (1)
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Criminal
May 2012
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Cl Wealth Management LLC
January 2023 - Present · 3 yrs 9 mos
Cabot Lodge Securities LLCBroker
September 2019 - Present · 7 yrs 1 mo
Previous Registrations
Sb Advisory, LLC
January 2021 - January 2023 · 2 yrs
Sb Advisory, LLC
March 2016 - December 2020 · 4 yrs 9 mos
Ifs SecuritiesBroker
July 2012 - September 2019 · 7 yrs 2 mos
LPL Financial LLCBroker
September 2009 - August 2012 · 2 yrs 11 mos
Mutual Service CorporationBroker
March 1999 - September 2009 · 10 yrs 6 mos
Titan/value Equities Group, INC.Broker
February 1997 - March 1999 · 2 yrs 1 mo
Fsc Securities CorporationBroker
August 1995 - February 1997 · 1 yr 6 mos
Aam Securities, INC.Broker
March 1990 - August 1995 · 5 yrs 5 mos
Fidelity Equity Services CorporationBroker
September 1989 - March 1990 · 6 mos
State Registrations11 states
AZCOFLIAILMNMSNENHOHWI
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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