KJ
KJ

Kent Johnson

27 Years of Experience
Albertville, MN
Broker

Kent Johnson is a registered investment advisor at Ptma Investment Advisors, based in Albertville, MN, with 27 years of industry experience. Kent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 157 clients with $28B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
29 advisors
IM Fee
Planning only
Assets Under Management
$27.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

5298 Kyler Ave. Ne, 2nd Floor, Albertville, MN, 55301

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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 Activities

Kent is a member of the Rocky Mountain Elk Foundation and volunteers for the conservation organization. He dedicates minimal time to this non-investment related activity.

Employment History
Current Registrations
Ptma Investment Advisors
May 2019 - Present · 6 yrs 11 mos
Pma Securities, LLCBroker
September 1998 - Present · 27 yrs 7 mos
Previous Registrations
Prudent Man Advisors, INC.
January 2014 - May 2019 · 5 yrs 4 mos
State Registrations2 states
MNSD
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.