Toby Johnston
Toby Johnston is a registered investment advisor at Planmember Securities Corporation, based in Kansas City, MO, with 17 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.
Fee Estimator
Location
3130 Broadway, Kansas City, MO, 64111
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Toby works as an advisor for Forrest T. Jones & Co., Inc. providing financial and retirement planning services, taking about half of his time. Toby is also an insurance agent for Fidelity Security Life Insurance Co., selling fixed annuities, taking about half his time overall and a few hours per week during trading hours.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Thrivent Investment Management INC.Broker
Thrivent Investment Management INC.
Cetera Advisors LLC
Cetera Advisors LLCBroker
Commerce Brokerage Services, INC
Commerce Brokerage Services, INC.Broker
State Registrations5 states
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.