Duane Anthony Johnson

ChFC

Consolidated Portfolio Review CORP

25 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth

Consolidated Portfolio Review CORP

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

50 advisors

Number of Clients

4,821 clients

Average Client Portfolio

$269K average

Assets Under Management

$1.3B

Fee Structure

Minimum Annual Fee:$90

Location

3990 Chilson Road, Howell, MI, 48843

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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.

Other Business Activities

Duane owns and rents out a residential single family home since 2020. This activity is not investment-related and takes minimal time.

Employment History

Current Registrations

Consolidated Portfolio Review CORP

November 2024 - Present · 1 yr 3 mos

Previous Registrations

Executive Wealth Management, LLC

November 2020 - November 2024 · 4 yrs

Private Client Services, LLCBroker

November 2020 - December 2022 · 2 yrs 1 mo

TD Ameritrade, INC.

December 2018 - November 2020 · 1 yr 11 mos

TD Ameritrade Investment Management, LLC

December 2018 - November 2020 · 1 yr 11 mos

TD Ameritrade, INC.Broker

December 2018 - November 2020 · 1 yr 11 mos

Charles Schwab & CO., INC.

April 2014 - September 2018 · 4 yrs 5 mos

Charles Schwab & CO., INC.Broker

April 2014 - September 2018 · 4 yrs 5 mos

Essex National Securities, INC.

January 2012 - August 2012 · 7 mos

Essex National Securities, LLCBroker

January 2012 - January 2014 · 2 yrs

Packerland Brokerage Services, INC.

May 2010 - November 2011 · 1 yr 6 mos

Packerland Brokerage Services, INC.Broker

May 2010 - November 2011 · 1 yr 6 mos

CUNA Brokerage Services, INC.Broker

July 2000 - February 2010 · 9 yrs 7 mos

Dean Witter Reynolds INC.Broker

March 1999 - June 2000 · 1 yr 3 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.