Joseph F Johnson

Current Employers

Employment History

• 04/2004 → 09/2025
  Avantax Investment Services, Inc.
  Crystal Lake, IL
• 01/2008 → 09/2025
  Avantax Advisory Services
  Crystal Lake, IL
• 11/2015 → Present
  Ferdie Lee Llc
  Crystal Lake, IL
• 01/2023 → Present
  Strategize Wealth Management Group Inc
  Orland Park, IL
• 01/2023 → Present
  Strategize Wealth Management Group Inc
  Orland Park, IL
• 09/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2008-01-11 → 2025-09-05
  Avantax Advisory Services
  Crystal Lake, IL

Other Businesses

1) Kiwanis of Crystal Lake~PO BOX 1082~CRYSTAL LAKE~IL~60039~Other~Other~10/1/2009~5hrs~0hrs~Board of Directors for a local charitable organization. Help make decisions for Club activities. 2) Martin Johnson Tax & Financial Services, Inc~95 S VIRGINIA ST~CRYSTAL LAKE~IL~60014~Tax Preparation/Accounting~Tax Preparation/Accounting~1/1/2006~10hrs~10hrs~Prepare tax returns and consult clients on taxes, accounting and business management. 4) Joseph F Johnson III & Associates~95 South Virginia Route 14~Crystal Lake~IL~60014~Other~Other~1/1/2014~160hrs~160hrs~Operational and or Marketing Name for H.D. Vest Services 5) FERDIE LEE LLC~95 S VIRGINIA ST~CRYSTAL LAKE~IL~60014~Rental Property~Owner~11/20/2015~10hrs~10hrs~Upkeep of office building 6) STRATEGIZE WEALTH MANAGEMENT GROUP INC POSITION: PARTNER NATURE: PARTNER INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 10431 Louetta Lane, Orland Park IL 60467, United States DESCRIPTION: ASSIST OTHER PARTNERS WITH OVER 20 SUB-ADVISORS AND DAY TO DAY BUSINESS OF STRATEGIZE WEALTH MANAGEMENT GROUP, INC. (SWMG) INCLUDING ADVISOR COMPENSTATION, REGULAR TRAINING MEETINGS, BUSINESS TRACKING OVERSEE BUSINESS REQUIREMENTS AND AUDITS.

Exams

• S66 Uniform Combined State Law Examination
  2004-12-17

Designations