AJ
AJ

Amanda Nicole Johnston

6 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
125 advisors
Number of Clients
24,350 clients
Average Client Portfolio
$144K average
Assets Under Management
$3.5B

Fee Structure

Minimum Investment:$25K
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Location

12 3rd Street North, Humboldt, IA, 50548

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Amanda is involved in several business activities. She dedicates nearly all of her time to fixed insurance and annuity sales through Trustworthy Financial LLC, works as an executive assistant for Johnson Wealth and Income Management (about 10% of her time), markets for investment advisory and fixed insurance services under The Retirement Income Source DBA (no time commitment), and is a non-voting owner of Trustworth Financial, LLC (no time commitment).

Employment History
Current Registrations
Sound Income Strategies, LLC
May 2019 - Present · 6 yrs 9 mos
State Registrations1 state
IA
Advisor
Exams
No exam information available for this advisor.