Michael Tate Johnson

Current Employers

Employment History

• 08/2010 → 11/2017
  Lpl Financial, Llc
  Lincoln, NE
• 08/2010 → 12/2016
  Executive Wealth Management
  Lincoln, NE
• 12/2016 → Present
  Flagstone Financial Management, Llc
  Lincoln, NE
• 08/2026 → Present
  University Of Nebraska - Lincoln
  Lincoln, NE

Previous Registrations

• 2015-11-25 → 2017-01-17
  Executive Wealth Management
  Lincoln, NE
• 2010-08-13 → 2016-02-04
  Lpl Financial Llc
  Lincoln, NE
  Lincoln, NE
• 2005-01-25 → 2010-08-13
  Smith Hayes Advisers Inc
  Lincoln, NE
  Lincoln, NE

Other Businesses

(1) 3/15/2011: Again, LLC - Investment Related - At Reported Business Location(s) - No Time Spent - This entity previously made deposits in mutual savings banks w/ goal to buy stock on IPO when mutual converts to publicly traded stock bank (deposit holders get that right). (2) 1/3/2017: Flagstone Holdings - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 12/30/16 - 50 Hours Per Month/6 Hours During Securities Trading. (3) 1/9/2018: Royal Oak, LLC; not investment related;5801 Hidcote Dr. Ste 300, Lincoln, NE 68516; Commercial real estate ownership; Manager (non-owner); owns the building where the IA Firm is located; 10 hrs/mo, 2 hrs/mo during trading hours. (4) Member; Swojo, LLC; Investment Related: Yes; Location: 1230 Aries Dr suite a, Lincoln, NE 68512; Description of the business: Swojo is an LLC set up to hold real estate investments for the two owners. Michael Johnson is 50% owner in Swojo. The real estate investments are currently and anticipated to hold passive real estate investments organized by 3rd parties where Swojo is an investor in such projects.; Responsibilities Duties: None other than making investments and assisting in the operations of the LLC, although they are expected to be limited.; Start date with business: 2020-11-16; Hours devoted to business during trading hours: .01; Hours devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 1; (5) Member; Upper Hand, LLC; Investment Related: Yes; Location: 1230 Aries Dr suite a, Lincoln, NE 68512; Description of the business: Upper Hand is an LLC set up to hold real estate investments for the two owners. Michael Johnson is 50% owner in Upper Hand. The real estate investments are currently and anticipated to hold passive real estate investments organized by 3rd parties where Upper Hand is an investor in such projects.; Responsibilities Duties: None other than making investments and assisting in the operations of the LLC, although they are expected to be limited.; Start date with business: 2020-11-16; Hours devoted to business during trading hours: .01; Hours devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 1; (6) Michael Johnson is currently employed as Professor at the University of Nebraska - Lincoln. In this role, Michael Johnson teaches a CFP education class on estate planning, which provides students with credit toward a finance degree at UNL. This activity accounts for approximately 10% of their time. Clients of Flagstone Financial Management are not involved in, nor are they solicited to participate in this outside business activity.

Exams

• S66 Uniform Combined State Law Examination
  2002-09-05

Designations