Mark
Johnson

Rbf Wealth Advisors

CRD#2195560
Investment Advisor
in Saint Louis, MO

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About this Advisor

Mark Johnson is a financial advisor based in Saint Louis, Missouri, working with Rbf Wealth Advisors. Mark has previously held positions at Triad Advisors, Inc, Roman, Butler, Fullerton, & Co, and Private Client Services. Mark has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Missouri and Texas. Currently, Mark is part of Rbf Wealth Advisors, which operates out of Saint Louis, Missouri. The firm has 18 employees and manages assets totaling $517.5 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Rbf Wealth Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

680 Craig Road Suite 201
Saint Louis, MO 63141

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Rbf Wealth Advisors Brokerage Details

Total Assets Under Management

$517,482,810

MO Average: $11,469,110,461
Total Number of Employees

18

MO Average: 458
Total Number of Accounts

2,369

MO Average: 33,415
Average Account Size

$218,439

MO Average: $343,232

Investment Advisory Services

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

Mark Johnson Work History

2023 - Present (1 year)

Private Client Services

2013 - Present (11 years)

Roman, Butler, Fullerton, & Co

2013 - 2023 (10 years)

Triad Advisors, Inc

Disclosures

Please visit the SEC profile of Mark 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 Rbf Wealth Advisors

Michael Meara
Saint Louis, MO
Travis Grasser
Saint Louis, MO
Nathaniel Gilman
Saint Louis, MO
Mark Johnson
Saint Louis, MO
Blake Clynes
Saint Louis, MO
Aaron Ward
Saint Louis, MO
Anthony Kalinowski
Saint Louis, MO
Christopher Burke
Saint Louis, MO

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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