Lisa
Johnson

Financial Perspectives

CRD#5759594
Investment Advisor
in Minneapolis, MN

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About this Advisor

Lisa Johnson is a financial advisor operating out of Minneapolis, Minnesota with 10 years of industry experience. Johnson is on the advisory team at Financial Perspectives. Their career trajectory has included roles at Financial Perspectives, Cambridge Investment Research, Inc and Purshe Kaplan Sterling Investments. Johnson has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in Minnesota. Financial Perspectives is a registered investment company operating out of Minneapolis, MN. It has a total of 13 financial advisors. It administers $744 million in total assets between its 1,609 customer accounts, placing it among the larger financial advisory firms in the country by assets under management. The firm provides services to two charitable organizations. Of its 1,609 customer accounts, 38% are held by high-net-worth individuals who have greater than $1 million in investable assets. The company provides a few services, including financial planning services, portfolio management for individuals and small businesses and other services. Fees for financial advisory services largely depend on which services the firm provides the client. Fees charged by Financial Perspectives likely are comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3300 Fernbrook Ln N Suite 250
Minneapolis, MN 55447-5341

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Financial Perspectives Brokerage Details

Total Assets Under Management

$744,093,321

MN Average: $5,289,111,388
Total Number of Employees

13

MN Average: 157
Total Number of Accounts

1,609

MN Average: 8,262
Average Account Size

$462,457

MN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

Lisa Johnson Work History

Lisa has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Purshe Kaplan Sterling Investments

2004 - Present (20 years)

Financial Perspectives

2011 - 2013 (2 years)

Cambridge Investment Research, Inc

*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 Lisa 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 Financial Perspectives

Austin Mandelkow
Minneapolis, MN
Matthew Johnson
Minneapolis, MN
Nicole Wilken
Minneapolis, MN
Allison Dugan
Minneapolis, MN
Zachary Buesgens
Minneapolis, MN
Luke Dugan
Minneapolis, MN
Daniel Dugan
Minneapolis, MN
David Dugan
Minneapolis, MN

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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