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Joseph Johnson

34 Years of Experience
Minnetonka, MN
BrokerSells Insurance

Joseph Johnson is a registered investment advisor at Cetera Investment Advisers LLC, based in Minnetonka, MN, with 34 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

110 Cheshire Lane Suite 200, Minnetonka, MN, 55305

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Joseph sells fixed life, health, disability, annuities, and long-term care insurance with various companies. He also owns Johnson Advisors Limited, where he provides financial services full-time, and rental property, which takes minimal time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLC
January 2002 - Present · 24 yrs 4 mos
Cetera Wealth Services, LLCBroker
January 2002 - Present · 24 yrs 4 mos
Previous Registrations
Advisornet Wealth Partners
January 2014 - November 2022 · 8 yrs 10 mos
Cetera Advisor Networks LLC
January 2014 - June 2023 · 9 yrs 5 mos
New England SecuritiesBroker
April 1992 - January 2002 · 9 yrs 9 mos
G. R. Phelps & CO., INC.Broker
February 1992 - April 1992 · 2 mos
State Registrations11 states
AZCACOFLINMDMNNMSCTXWI
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.