Jon Kipling Johansen

Current Employers

Employment History

• 07/2007 → 03/2024
  Lpl Financial, Llc
  Plymouth, MN
• 07/2016 → 03/2024
  Vpwm Advisors Llc
  Plymouth, MN
• 03/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 03/2024 → Present
  Mill City Financial Partners
  Minnetonka, MN
• 07/2011 → Present
  Advantage Financial Resources, Inc.
  Minnetonka, MN

Previous Registrations

• 2014-01-29 → 2024-03-20
  Vantage Point Wealth Management
  Plymouth, MN
• 2014-01-29 → 2015-10-28
  Lpl Financial Llc
  Plymouth, MN
  Vadnais Heights, MN
  Fort Mill, SC
  Plymouth, MN

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 04/1997 APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCT 2. NAME OF OTHER BUSINESS: MILL CITY FINANCIAL PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 03/2024 POSITION/TITLE/RELATIONSHIP: PARTNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: FINANCIAL ADVISOR/ADVISORY SERVICES 3. NAME OF OTHER BUSINESS: ADVANTAGE FINANCIAL RESOURCES, INC. INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: S-CORP PURELY FOR TAX PURPOSES START DATE: 07/2011 POSITION/TITLE/RELATIONSHIP: PRESIDENT APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: OWNER - FINANCIAL SERVICES

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-24
• S63 Uniform Securities Agent State Law Examination
  1998-03-30

Other Names

• Kip Johansen
• J Kipling Johansen