Joseph Johnson
Joseph Johnson is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Schaumburg, IL, with 21 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
Firm Size
IM Fee
Assets Under Management
Location
1450 American Lane, 6th Floor, Suite 650, Schaumburg, IL, 60173-2096
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Joseph is involved in several business activities, including sales/service of indexed annuities through Avantax Insurance Agency LLC, serving on the board of directors for Kiwanis of Crystal Lake, preparing taxes and consulting clients through Martin Johnson Tax & Financial Services, Inc., and managing rental property through Ferdie Lee LLC. He also dedicates full-time hours to Joseph F Johnson III & Associates and about 10-20% of his time to Strategize Wealth Management Group Inc.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations37 states
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