MJ
MJ

Mark Johnson

9 Years of Experience
Broker

Mark Johnson is a registered investment advisor at Aegon Asset Management US, based in Cedar Rapids, IA, with 9 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 88 clients with $91B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
88 clients
Average Client Portfolio
$1.0B average
Assets Under Management
$91.0B

Fee Structure

Minimum Investment:$50M
Investment management only (planning not offered)

Aegon AM US provides investment management services to institutional clients. Fees for discretionary investment advisory services are based on the investment strategy and the amount of assets managed, and are negotiable. Fees for non-discretionary services are also negotiable, based on the specific services provided. Various factors affect a client’s fees, including the services required, whether the client is affiliated or non-affiliated, asset class, pre-existing relationship, the size of the account, investments in other strategies, or other factors.

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Location

6300 C Street Sw, Cedar Rapids, IA, 52499-5338

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Mark works as a Managing Director, Strategic Partnerships at Aegon Asset Management since 1996. This investment-related activity takes nearly full-time hours.

Employment History
Current Registrations
Aegon Asset Management US
February 2017 - Present · 9 yrs 2 mos
Foreside Fund Services, LLCBroker
September 2016 - Present · 9 yrs 7 mos
Foreside Fund Services, LLC
September 2016 - Present · 9 yrs 7 mos
Previous Registrations
Transamerica Financial Advisors, INCBroker
March 2016 - September 2016 · 6 mos
State Registrations51 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.