NJ
NJ

Norman Johnson

12 Years of Experience
Laguna Hills, CA
Sells Insurance

Norman Johnson is a registered investment advisor at Managed Asset Wealth Management LLC, based in Laguna Hills, CA, with 12 years of industry experience. Norman operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

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

25401 Cabot Rd, Laguna Hills, CA, 92653

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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 ActivitiesSells Insurance

Norman works as an independent insurance agent for Managed Asset Protect Inc., dedicating about half his time, with some work occurring during market hours.

Employment History
Current Registrations
Managed Asset Wealth Management LLC
August 2014 - Present · 11 yrs 9 mos
Previous Registrations
Horter Investment Management, LLC
May 2013 - August 2014 · 1 yr 3 mos
State Registrations1 state
CA
Advisor

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.