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CFA
SJ
CFA

Stacy Johnson

Advice and Planning Services
8 Years of Experience
Bloomington, MN
Broker
View SEC Summary
View SEC Summary

Stacy Johnson is a CFA-designated registered investment advisor at Advice and Planning Services, based in Bloomington, MN, with 8 years of industry experience. Stacy 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

8300 Norman Center Drive, Suite 230, Bloomington, MN, 55437

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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.

Learn about disclosures →
Employment History
Current Registrations
Tiaa-Cref Individual & Institutional Services, LLCBroker
October 2025 - Present · 1 yr
Tiaa-Cref Individual & Institutional Services, LLC
October 2025 - Present · 1 yr
Advice and Planning Services
September 2025 - Present · 1 yr 1 mo
Previous Registrations
Tiaa-Cref Individual & Institutional Services, LLCBroker
November 2017 - December 2020 · 3 yrs 1 mo
Advice and Planning Services
November 2017 - December 2020 · 3 yrs 1 mo
RBC Capital Markets, LLC
October 2015 - July 2017 · 1 yr 9 mos
RBC Capital Markets, LLCBroker
October 2015 - July 2017 · 1 yr 9 mos
Edward Jones
May 2013 - October 2015 · 2 yrs 5 mos
Edward JonesBroker
February 2013 - October 2015 · 2 yrs 8 mos
State Registrations4 states
ALMNTXVT
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.
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