We are Independent, Fiduciary Wealth Management Advisors who Specialize in Retirement Planning
Our Qualifications
Peter Johnson's Qualifications:
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Registered with FINRA since 2017
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Investment Advisor Representative through N.E.W. Advisory Services, LLC
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Series 7, 66, 63, Life licensed
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10 years of industry experience and 4 years working at fortune 500 companies
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Graduated from University of Wisconsin Milwaukee in 2012 with a Bachelor's degree 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.
