Adam
Johnson

Integrity Advisory Solutions

CRD#7903208
Investment Advisor
in Eagan, MN

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About this Advisor

Adam Johnson is a financial advisor based in Eagan, Minnesota, working with Integrity Advisory Solutions. Adam has previously held positions at National Agents Alliance and Integrity Advisory Solutions. Adam has passed the Series 65 regulatory exam and is registered to provide services in Minnesota. Currently, Adam is part of Integrity Advisory Solutions, which operates out of Eagan, Minnesota. The firm has 13 offices and 39 employees. The firm manages assets totaling $147.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Integrity Advisory Solutions includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Eagan, MN

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Integrity Advisory Solutions Brokerage Details

Total Assets Under Management

$147,498,323

MN Average: $3,625,019,099
Total Number of Employees

39

MN Average: 22
Total Number of Accounts

783

MN Average: 1,917
Average Account Size

$188,376

MN Average: $1,890,985

Investment Advisory Services

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

Adam Johnson Work History

2024 - Present (1 year)

Integrity Advisory Solutions

2013 - Present (12 years)

National Agents Alliance

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Adam 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 Integrity Advisory Solutions

Richard Sinton
Sarasota, FL
Shah Siddiqi
Cypress, TX
Chae Kyle
Burlington, NC
Steven Puckett
Peoria, AZ
Sangmin Kim
Burlington, NC
Kenneth Lepore
Burlington, NC
Jonathan Hill
Burlington, NC
Emily Katz
Burlington, NC

The content in this profile was updated by SmartAsset on 6/19/2024. 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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