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Leslie Johnson

Advice and Planning Services
14 Years of Experience
Omaha, NE
1 DisclosureBroker
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Leslie Johnson is a registered investment advisor at Advice and Planning Services, based in Omaha, NE, with 14 years of industry experience. Leslie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 72,503 clients with $38B in assets under management.

Advice and Planning Services
Compensation
Fee-Only (% of Portfolio)
Firm Size
1692 advisors
Number of Clients
72,503 clients
Average Client Portfolio
$523K average
Assets Under Management
$37.9B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.15%

Rates vary by managed account program. TIAA Portfolio Advisor uses a tiered schedule ranging from 1.15% down to 0.40% annually. Private Asset Management ranges from 0.90% down to 0.40% for blended portfolios plus transaction costs, and 0.15% for fixed income portfolios plus transaction costs.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

14301 FNB Parkway, Suites 100, Omaha, NE, 68154

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History

Regulatory History (1)
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Customer Dispute
September 2025
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Leslie is a part owner of Faithful Johnsons, LLC, a business established to purchase real estate in the future, though it has never been funded. Leslie spends minimal time on this investment-related activity.

Employment History
Current Registrations
Tiaa-Cref Individual & Institutional Services, LLC
October 2021 - Present · 5 yrs
Tiaa-Cref Individual & Institutional Services, LLCBroker
October 2021 - Present · 5 yrs
Advice and Planning Services
October 2021 - Present · 5 yrs
Previous Registrations
Charles Schwab & CO., INC.Broker
September 2020 - October 2021 · 1 yr 1 mo
Charles Schwab & CO., INC.
September 2020 - October 2021 · 1 yr 1 mo
Markle Financial LLC
June 2019 - August 2020 · 1 yr 2 mos
Cambridge Investment Research Advisors, INC.
April 2012 - June 2019 · 7 yrs 2 mos
Cambridge Investment Research, INC.Broker
March 2012 - June 2019 · 7 yrs 3 mos
State Registrations15 states
AZIAIDILKSKYMNNDNEOHSDTNTXWIWY
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.
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