Kelly Johnson

Kelly Johnson Email and Phone Number

Investment Advisor Representative at Split Rock Private Trading and Wealth Management @ Split Rock Private Trading and Wealth Management
Kelly Johnson's Location
Cloquet, Minnesota, United States, United States
Kelly Johnson's Contact Details

Kelly Johnson personal email

n/a

Kelly Johnson phone numbers

About Kelly Johnson

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.

Kelly Johnson's Current Company Details
Split Rock Private Trading and Wealth Management

Split Rock Private Trading And Wealth Management

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Investment Advisor Representative at Split Rock Private Trading and Wealth Management
Employees:
4
Kelly Johnson Work Experience Details
  • Split Rock Private Trading And Wealth Management
    Investment Advisor Representative
    Split Rock Private Trading And Wealth Management Jun 2013 - Present
    Split 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.
  • Raymond James & Associates
    Investment Advisor
    Raymond James & Associates Jun 2010 - Jun 2013
    Duluth Minnesota
    RJA 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.
  • Wells Fargo Investments
    Financial Consultant
    Wells Fargo Investments Apr 2006 - Jan 2010
    Cloquet Minnesota
    I will adjust RJA and transfer Wells here.
  • Piper Jaffray
    Investment Advisor
    Piper Jaffray 2000 - 2006
    I 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.
  • Rbc Wealth Management
    Investment Advisor
    Rbc Wealth Management 1978 - 2000
    This 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

Wealth Management Investments Finance Customer Service Risk Management Trading Financial Analysis Loans Microsoft Office Fixed Annuities Credit Financial Services

Kelly Johnson Education Details

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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    4 +172026XXXXX

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