Mark
Johnson
Captrust
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About this Advisor
Mark Johnson is a financial advisor working out of Omaha, Nebraska who has 1 year of industry experience. Johnson is an advisor for Captrust. Johnson has gained experience at Capfinancial Partners, LLC (Captrust), Frontier Wealth Management, LLC and Karstens Investment Counsel, Inc. Johnson maintains a Series 65 license, which qualifies them as an investment advisor representative, and can operate in Nebraska. Captrust is a firm operating out of Raleigh, NC. The firm has offices in 69 locations and a total of 1,338 employees. It oversees $715 billion in assets under management among its 76,254 accounts, placing it among the biggest firms in the country by assets under management. The firm provides financial advisory services to 136 charities and foundations. Of its 76,254 customer accounts, 33% belong to high-net-worth investors who have greater than $1 million in investable assets. Captrust performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. Fees for financial advice typically depend on which service is provided. Fee types billed by Captrust most likely are comprised of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Captrust Brokerage Details
$714,587,898,072
1,338
76,254
$9,371,153
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Mark Johnson Work History
Mark has been registered as a financial advisor for 1 years.*
Capfinancial Partners, LLC (Captrust)
Frontier Wealth Management, LLC
Karstens Investment Counsel, 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 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 Captrust
Clarkston, MI
Raleigh, NC
Chesterton, IN
Raleigh, NC
Brentwood, TN
Marietta, GA
Clarkston, MI
Bethlehem, PA
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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