VJ
VJ

Van Johnson

7 Years of Experience
Alva, OK
BrokerSells Insurance

Van Johnson is a registered investment advisor, based in Alva, OK, with 7 years of industry experience.

Location

411 College Avenue, Alva, OK, 73717

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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

Van is involved in several business activities, including owning a carpet cleaning business, managing Summit Wealth Management and Summit Wealth Strategies LLC, and holding rental property through Summit Real Estate Holdings LLC. He also serves as a board member for the Alva Goldbug Education Foundation, treasurer for the Alva Rotary Club, and sells fixed index annuities, dedicating a few hours per week to this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 10 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 10 mos
Previous Registrations
Avantax Advisory Services
September 2018 - September 2025 · 7 yrs
Avantax Investment Services, INC.Broker
June 2018 - September 2025 · 7 yrs 3 mos
State Registrations6 states
COINKSMONCOK
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.
Van Johnson - Financial Advisor | TrueAdvisor