Investment Advisor
CurrentOffering investment advice and financial services to Retirees and Pre-Retirees.
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@joincambridge.com
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5 phones found area 303
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Brian H. Johnson is listed as Investment Advisor at Johnson Wealth Management - "Facilitating Better Financial Decisions." at Cambridge Investment Research, Inc., a with 980 employees, based in Denver Metropolitan Area, United States. AeroLeads shows a work email signal at joincambridge.com, phone signal with area code 303, and a matched LinkedIn profile for Brian H. Johnson.
Brian H. Johnson previously worked as Investment Advisor at Cambridge Investment Research, Inc. and Senior Vice President - Investments at First Financial Equity Corporation. Brian H. Johnson holds Bachelor Of Arts (Ba), Sociology And Industrial Arts from Texas State University-San Marcos.
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Brian Johnson has been in the wealth management industry since 1987, bringing decades of experience to individual clients and their investment portfolios. His keen attention to detail and persistent pursuit of industry knowledge provides solid advice to the hundreds of individuals and families for whom he has guided — each unique in their financial and life situations, successes and consequences.Brian’s Goals Based Approach to managing client assets utilizes a broad base of traditional investment vehicles including Stocks, Mutual Funds, Laddered U.S. Treasury and Municipal Bond Strategies, Separately Managed Accounts, Fee Based Accounts, Managed Futures, Real Estate Investment Trusts (REITS) and Variable Annuities.Brian has served a number of major financial services firms in numerous roles including Regional Manager, Branch Manager, Sales Manager, Syndicate Coordinator and Separately Managed Account Coordinator.When not assisting clients to their better financial futures, Brian enjoys time with family, traveling, healthy living and anything outdoors.Brian holds a BA degree from Texas State University.
Listed skills include Retirement Planning, Mutual Funds, Financial Advisory, Investments, and 39 others.
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13984 West Bowles Ave, Suite 102 Littleton Co 80127
Offering investment advice and financial services to Retirees and Pre-Retirees.
Greenwood Village, Colorado
Offering investment advice and financial services to Retirees and Pre-Retirees.
Greater Denver Area
Facilitating a proven strategy development process with individuals and businesses. Please visit www.ConsiliumStrategy.com.
Greater Denver Area
Held all three positions of responsibility over the 3 year affiliation with HRBFA starting as Branch Manager in Lone Tree, Colorado and ending as the Colorado Regional Manager overseeing all 4 Offices in Colorado.Management responsibilities included: Sales Management, Operations, Risk, Compliance, Marketing and Advertising, Coaching, Recruiting experienced Financial Advisors, Sales Skills Training, Investment Product Education, Staffing, Career Development, and Branch profit and loss responsibility.Built and grew and matured the Colorado Region resulting in 2007 - • Fiscal year 2007 resulted in a 28% increase year over year in annual gross production,• Built out the Lone Tree Branch to 9 Financial Advisors, 2 registered trainees and 3 support staff with $385 million of assets under management.• Recruited in the Denver area 6 Financial Advisors and indirectly recruited additional 3 Financial Advisors for the Colorado offices, adding $2.9 million in annual gross production to the region. The 9 recruits made up 28% of the Financial Advisors in the Colorado territory. In June 2007, ranked in the Top 7 of 160 Branch Managers for recruiting in the country.• Fiscal year 2007, the Lone Tree Branch was ranked one of the top 15 branches of 160 in the country for all categories of performance.Extensive experience in organizational and sales management; product implementation; and financial investments. Skill set includes: recruiting, sales, marketing, compliance, operations, staffing and customer relations. Strong management experience, with a passion for promotion, business development, training, marketing and sales. Extensive connections with all major and regional wire-house firms and top ranked Financial Advisors along the Front Range of Colorado and surrounding states.
Greater Denver Area
Recruited to be Downtown Denver’s (330) Sales Manager. I was responsible for hiring, training, and retaining quality trainees; participated in recruiting advisor‘s with over $500k production; conducted sales meetings; introduced new sales ideas to experienced Financial Advisors; and assisted Financial Advisors in converting their books of business from transactional to fee based. Other responsibilities included organizing and hosting office wide ICS/SMA seminars for both the downtown and Denver Tech offices.As the Branch SMA/ICS Coordinator, I developed, organized, and hosted an “All Colorado” Financial Advisor’s SMA/ICS training session and subsequent client/prospect ICS investment symposium utilizing five ICS managers and their financial resources.
Greater Denver Area
As a Senior Financial Consultant amassed a 300-plus client base with $68 million in assets, and a partnership with $25 million in assets. Primary business focus was on fee based assets and financial planning. The business grew through an active referral base with several CPA's, estate attorneys and real estate brokers. Other product focuses was on fixed and variable annuities, life insurance, mutual funds, managed futures and individual stocks and municipal bonds.
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Dan Fix
Colleague at Cambridge Investment Research, Inc.Colorado Springs, Colorado, United States
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Sasha Buseman
Colleague at Cambridge Investment Research, Inc.Fairfield, Iowa, United States
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Makenzie Dahlstrom
Colleague at Cambridge Investment Research, Inc.Packwood, Iowa, United States
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Stephanie Willey
Colleague at Cambridge Investment Research, Inc.New London, Iowa, United States
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Nick Webster
Colleague at Cambridge Investment Research, Inc.Fairfield, Iowa, United States
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Matt Nelson
Colleague at Cambridge Investment Research, Inc.Fairfield, Iowa, United States
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Alex Nelson
Colleague at Cambridge Investment Research, Inc.Mount Pleasant, Iowa, United States
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Caitlyn Mercer
Colleague at Cambridge Investment Research, Inc.Fairfield, Iowa, United States
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Randy Martin
Colleague at Cambridge Investment Research, Inc.Fairfield, Iowa, United States
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Kate Krzystofiak
Colleague at Cambridge Investment Research, Inc.Mount Pleasant, Iowa, United States
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Activities and Societies: Student Government Senior year
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Brian H. Johnson works for Cambridge Investment Research, Inc..
Brian H. Johnson is listed as Investment Advisor at Johnson Wealth Management - "Facilitating Better Financial Decisions." at Cambridge Investment Research, Inc..
AeroLeads has found 2 work email signals at @joincambridge.com for Brian H. Johnson at Cambridge Investment Research, Inc..
AeroLeads has found 5 phone signal(s) with area code 303 for Brian H. Johnson at Cambridge Investment Research, Inc..
Brian H. Johnson is based in Denver Metropolitan Area, United States while working with Cambridge Investment Research, Inc..
Brian H. Johnson has worked for Cambridge Investment Research, Inc., First Financial Equity Corporation, Consilium | Strategy For Life And Business, H&R Block Financial Advisors, and Morgan Stanley.
Brian H. Johnson's colleagues at Cambridge Investment Research, Inc. include Dan Fix, Sasha Buseman, Makenzie Dahlstrom, Stephanie Willey, and Nick Webster.
You can use AeroLeads to view verified contact signals for Brian H. Johnson at Cambridge Investment Research, Inc., including work email, phone, and LinkedIn data when available.
Brian H. Johnson holds Bachelor Of Arts (Ba), Sociology And Industrial Arts from Texas State University-San Marcos.
Brian H. Johnson is listed with skills including Retirement Planning, Mutual Funds, Financial Advisory, Investments, Finance, Financial Services, Wealth Management, and Asset Allocation.
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