Joan
Johnson

Ausdal Financial Partners, Inc

CRD#5073923
Investment Advisor
in Downers Grove, IL

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About this Advisor

Joan Johnson is a financial advisor working out of Downers Grove, Illinois with a total of 6 years of industry experience. Johnson works at Ausdal Financial Partners, Inc. Their career trajectory has included roles at Ausdal Financial Partners, Inc, Homeward Bound, House Of Refuge, Havi Global Solutions and Cameo. Johnson has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in Arizona. Ausdal Financial Partners, Inc is a registered investment company based out of Davenport, IA. The firm has offices in 125 locations and a total of 325 advisors. It has $1 billion in assets under management across its 8,303 accounts, placing it among the biggest firms in the United States by assets under management. The firm advises eight charitable organizations. Of its 8,303 accounts, 22% belong to high-net-worth investors who have at least $1 million in assets available to invest. Ausdal Financial Partners, Inc offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Fees charged by financial advisors largely depend on which services the firm provides the client. Fee types charged by Ausdal Financial Partners, Inc can consist of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

6 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

3250 Lacey Road Suite 130
Downers Grove, IL 60515

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Ausdal Financial Partners, Inc Brokerage Details

Total Assets Under Management

$1,415,697,036

IL Average: $9,259,360,772
Total Number of Employees

325

IL Average: 166
Total Number of Accounts

8,303

IL Average: 7,189
Average Account Size

$170,504

IL Average: $1,287,990

Investment Advisory Services

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

Joan Johnson Work History

Joan has been registered as a financial advisor for 6 years.*

2021 - Present (3 years)

Cameo

2010 - Present (14 years)

Ausdal Financial Partners, Inc

2018 - 2021 (3 years)

Homeward Bound

2018 - 2018 (< 1 year)

House Of Refuge

2014 - 2017 (3 years)

Havi Global Solutions

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Joan Johnson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ausdal Financial Partners, Inc

Heidi Burgoyne
Downers Grove, IL
Brandon Hurckes
East Peoria, IL
Samuel Julian
Davenport, IA
Dennis Lipoff
Davenport, IA
Christopher Buti
Davenport, IA
Nathan Schaefer
Huron, OH
Jeff Sondhelm
Davenport, IA
Christopher Hurckes
Downers Grove, IL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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