Craig Allen Johnson

Cl Wealth Management LLC

36 Years of Experience

1 DisclosureBroker

View SEC Summary

Areas of Practice

Financial Planning & CoachingRetirement PlanningEstate PlanningInsurance PlanningInvestment Management

Cl Wealth Management LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

44 advisors

Number of Clients

2,073 clients

Average Client Portfolio

$303K average

Assets Under Management

$628.7M

Fee Structure

Minimum Investment:$25K

Location

425 N. Martingale Rd., Suite 1220, Schaumburg, IL, 60173

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History

Regulatory History (1)

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Criminal

May 2012

Final Disposition

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Cl Wealth Management LLC

January 2023 - Present · 3 yrs 1 mo

Cabot Lodge Securities LLCBroker

September 2019 - Present · 6 yrs 5 mos

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 Registrations10 states

AZCOFLIAILMNMSNEOHWI

AdvisorBrokerBoth

Exams

No exam information available for this advisor.