CJ
CJ

Carl W Johnson

23 Years of Experience
7 DisclosuresSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
119 advisors
Number of Clients
5,283 clients
Average Client Portfolio
$419K average
Assets Under Management
$2.2B

Fee Structure

Minimum Investment:$50K
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Location

708 Heartland Trl, Madison, WI, 53717

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History

Regulatory History (7)
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Regulatory
May 2022
Final
Regulatory
August 2021
Final
Regulatory
July 2021
Final
Regulatory
December 2020
Final
Regulatory
October 2020
Final
Regulatory
December 2019
Final
Criminal
November 2017
Final Disposition
Other Business ActivitiesSells Insurance

Carl owns farmland and receives rental income, dedicating minimal time to this activity. He is also a 50% owner of Beans and Greens, LLC, selling seed and designing food plot programs, which takes about 10-20% of his time. Additionally, Carl is an agent for fixed insurance through Arrow Advisors.

Employment History
Current Registrations
International Assets Investment Management, LLC
December 2021 - Present · 4 yrs 2 mos
Previous Registrations
Park Avenue Securities LLC
May 2002 - November 2021 · 19 yrs 6 mos
Park Avenue Securities LLCBroker
April 2002 - November 2021 · 19 yrs 7 mos
State Registrations1 state
WI
Advisor
Exams
No exam information available for this advisor.