Mark
Johnson

Interactive Financial Advisors

CRD#2568322
Investment Advisor
in South Jordan, UT

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About this Advisor

Mark Johnson is a financial advisor operating out of South Jordan, Utah with a total of 18 years of industry experience. Johnson currently works for Interactive Financial Advisors. During their career, Johnson has held roles at Gwn Securities Inc and Interactive Financial Advisors. Johnson maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in Utah. Interactive Financial Advisors is a financial advisory firm based out of New Lenox, IL. The firm has offices in 23 locations and a total of 37 financial advisors. It has $278 million in total assets among its 3,090 customer accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 3,090 customer accounts, just 1% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The business offers a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management usually vary depending on which services the firm provides the client. However, fees charged by Interactive Financial Advisors can include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

18 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

11467 Marco Polo Lane
South Jordan, UT 84095

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Interactive Financial Advisors Brokerage Details

Total Assets Under Management

$278,271,719

UT Average: $6,674,516,078
Total Number of Employees

37

UT Average: 44
Total Number of Accounts

3,090

UT Average: 2,564
Average Account Size

$90,056

UT Average: $2,603,165

Investment Advisory Services

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

Mark Johnson Work History

Mark has been registered as a financial advisor for 18 years.*

2010 - Present (14 years)

Gwn Securities Inc

2005 - Present (19 years)

Interactive Financial Advisors

*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 Interactive Financial Advisors

Brett Simms
Chicago, IL
Brent Leavitt
Pahrump, NV
Brigid Toothman
El Reno, OK
Parker Bresette
Onalaska, WI
William Mullins
Heathsville, VA
Dennis Wesel
New Lenox, IL
April Blake
Warrenton, VA
Andrew Hoskins
Fairfax, VA

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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