Our Qualifications

Mike Johnson's Qualifications:

  • Registered Securities Representative since 1986
  • Investment Advisor Representative through N.E.W. Advisory Services, LLC
  • CERTIFIED FINANCIAL PLANNER™ certification earned and maintained since 1989
  • State of Wisconsin licensed life, health, and disablity insurance agent since 1986
  • Graduated from Universtity of Wisconsin at Whitewater in 1986 with a Bachelors of Business Administration in Finance with an emphasis in Financial Planning

Peter Johnson's Qualifications: 

  • Registered with FINRA since 2017
  • Series 7, 66, 63 licensed
  • 7 years of industry experience and 4 years working at fortune 500 companies
  • Graduated from University of Wisconsin Milwaukee in 2012 with a Batchelors in Business Finance.
 
 
 
 
 
 
 
 
Financial advisers that have security licenses must be affiliated with a broker/dealer. We've chosen Geneos Wealth Management, Inc. an elite and successful independent broker/dealer. This relationship ensures that you will receive access to a wide variety of investment choices to complement your financial goals. It also allows us to serve you in a seamless, efficient manner by providing back-office, investment, compliance and technology support.
 
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and    in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.