James
Mortenson
Johnson Wealth Management, LLC
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About this Advisor
James Mortenson is a financial advisor based in Grand Forks, North Dakota, working with Johnson Wealth Management, LLC. James has previously held positions at Cwm, LLC, Creighton University, Minnesota State University Of Moorhead, Dakota Business Lending, and Johnson Wealth Management, LLC. James has passed the Series 65 regulatory exam and is registered to provide services in North Dakota. Currently, James is part of Johnson Wealth Management, LLC, which operates out of Grand Forks, North Dakota. The firm has 2 employees and manages assets totaling $196.9 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, pension consulting services, and selection of other advisers. The fee structure at Johnson Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Johnson Wealth Management, LLC Brokerage Details
$196,859,975
2
444
$443,378
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
James Mortenson Work History
Johnson Wealth Management, LLC
Cwm, LLC
Cwm, LLC
Creighton University
Dakota Business Lending
Minnesota State University Of Moorhead
Disclosures
Please visit the SEC profile of James Mortenson 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 Johnson Wealth Management, LLC
Grand Forks, ND
Grand Forks, ND
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