Kelly Johnson Email and Phone Number
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Kelly Johnson is a Investment Advisor Representative at Split Rock Private Trading and Wealth Management at Split Rock Private Trading and Wealth Management. They possess expertise in wealth management, investments, finance, customer service, risk management and 7 more skills.
Split Rock Private Trading And Wealth Management
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Investment Advisor RepresentativeSplit Rock Private Trading And Wealth Management Jun 2013 - PresentSplit Rock Private Trading & Wealth Management is a Registered Investment Advisor (RIA) that manages investment portfolios on a discretionary basis. We are located near Minneapolis, Minnesota with offices in Duluth, MN and Cloquet, MN.
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Investment AdvisorRaymond James & Associates Jun 2010 - Jun 2013Duluth MinnesotaRJA is a GREAT firm. But I wasn't hired by the firm, I was hired by an individual within the office. There really was no game plan so all that happened was I was micro managed as was the team. After trying to make it work for 3 years, I realized it was futile.
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Financial ConsultantWells Fargo Investments Apr 2006 - Jan 2010Cloquet MinnesotaI will adjust RJA and transfer Wells here.
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Investment AdvisorPiper Jaffray 2000 - 2006I was recruited as an Investment Executive. I became an Advisor at Dain before I left. I transferred 110% of my clients to US Bankcorp Piper. Considering I had been at RBC (Dain Rauscher) for so long, it wasn't difficult to bring clients with me. The day after I left Dain, they were bought by The Royal Bank of Canada. I had fun at Piper. But the person who recruited me, left for Mpls, and another new Manager took over. We did not see eye to eye. I left for Wells Fargo in my hometown 6 years after arriving. -
Investment AdvisorRbc Wealth Management 1978 - 2000This was the basis for my career. I was there for 22 years. I started in the Margin Department in Mpls and then moved back home to a branch office. I was the Cashier taking care of all certificates rec'd as well as cash. In those days, there were ALOT of physical certs. I took care of them and sent them to reorg when they changed names or were bought out by another company. I became Operations Manager and was responsible for the staff and held meetings with the advisors as well. I created an "Estate" book, so the advisors would know what to do when something happened or to prepare the clients in advance.I became registered and was still Ops Mgr and was a reg'd asst as well to several advisors. I sold with some of them and rec'd commissions.Then I went to training and became a fully registered advisor. But.. new management came and sadly I had to leave.
Kelly Johnson Skills
Kelly Johnson Education Details
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Cloquet High School
Frequently Asked Questions about Kelly Johnson
What company does Kelly Johnson work for?
Kelly Johnson works for Split Rock Private Trading And Wealth Management
What is Kelly Johnson's role at the current company?
Kelly Johnson's current role is Investment Advisor Representative at Split Rock Private Trading and Wealth Management.
What is Kelly Johnson's email address?
Kelly Johnson's email address is ke****@****tel.net
What is Kelly Johnson's direct phone number?
Kelly Johnson's direct phone number is +121839*****
What schools did Kelly Johnson attend?
Kelly Johnson attended Cloquet High School, University Of Minnesota Duluth.
What are some of Kelly Johnson's interests?
Kelly Johnson has interest in Go Sliding, Skate In The Winter, Golfing, Be On The Water, Watching Football, Watching Hockey, Fishing.
What skills is Kelly Johnson known for?
Kelly Johnson has skills like Wealth Management, Investments, Finance, Customer Service, Risk Management, Trading, Financial Analysis, Loans, Microsoft Office, Fixed Annuities, Credit, Financial Services.
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Kelly Johnson
Denver Metropolitan Area4catholichealth.net, kellyjohnson.net, catholichealthinitiatives.org, vertafore.com4 +172026XXXXX
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