Mark
Johnson

Western Wealth Management LLC

CRD#4633410
Investment Advisor
in Denver, CO
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About this Advisor

Mark Johnson is a certified financial planner working out of Denver, Colorado, who has been in the advisory business for 15 years. Johnson works at Western Wealth Management LLC. Johnson has gained experience at Business Consultants, Inc, Principal Life Insurance Company, Princor Financial Services Corporation, Western Wealth Management, LLC, Western Wealth Management LLC and Lpl Financial, LLC. Johnson maintains Series 63 and Series 66 licenses, qualifying them as a securities representative, and can work in Colorado. Western Wealth Management LLC is an advisory business based out of Denver, Colorado. It has offices in 44 locations and a total of 72 people on staff. It has $1 billion in assets between its 6,242 customer accounts, placing it among the larger investment advisory firms in the country by assets under management. The firm provides financial advice to 15 charities and foundations. Of its 6,242 customer accounts, just 7% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The business performs a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules typically vary depending on the type of services offered. Fee types billed by Western Wealth Management LLC likely are comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

1546 Williams St. Ste 203
Denver, CO 80218

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Western Wealth Management LLC Brokerage Details

Total Assets Under Management

$1,187,840,605

CO Average: $2,349,664,866
Total Number of Employees

72

CO Average: 28
Total Number of Accounts

6,242

CO Average: 1,101
Average Account Size

$190,298

CO Average: $2,134,119

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Mark Johnson Work History

Mark has 15 years of experience.

2016 - Present (3 years)

Western Wealth Management LLC

2014 - 2016 (2 years)

Western Wealth Management, LLC

2014 - Present (5 years)

Lpl Financial, LLC

2008 - 2017 (9 years)

Business Consultants, Inc

2003 - 2014 (11 years)

Principal Life Insurance Company

2003 - 2014 (11 years)

Princor Financial Services Corporation

Disclosures

Mark Johnson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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