Kurt Johnson
Kurt Johnson is a registered investment advisor at Freedom Wealth Advisors, LLC, based in Lee's Summit, MO, with 34 years of industry experience. Kurt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 299 clients with $99M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Freedom Wealth Advisors charges a monthly fee based on the value of your investments. This fee will not exceed 1.25% annually. The fee may be negotiable based on factors like account size or relationship. The fee is deducted from your account monthly. If you start or end services mid-month, the fee is adjusted accordingly.
Location
110 SW 3rd Street, Lee's Summit, MO, 64063
Get directionsHistory
Regulatory History (5)
Regulatory
April 2004Customer Dispute
December 2001Regulatory
October 1996Customer Dispute
December 1995Employment Separation After Allegations
March 1995Other Business ActivitiesSells Insurance
Kurt is involved in fixed insurance sales. The filing was last modified in August 2019.
Employment History
Current Registrations
Freedom Wealth Advisors, LLC
Previous Registrations
Monticello Investment Services, INC.
Midamerica Financial Services, INC.Broker
Gunnallen Financial, INCBroker
Invest Financial CorporationBroker
U.S. Bancorp Piper Jaffray INC.Broker
Fringe Benefit Investment Services, INC.Broker
Painewebber IncorporatedBroker
Kemper Securities Group, INC.Broker
Painewebber IncorporatedBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.