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Aaron William Johnson

Bridger Financial Services, LLC

Temecula, CA

CRD 4657083

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Employer firm

Bridger Financial Services, LLC CRD 298563

$40.2M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Bridger Financial Services, Llc

27420 Jefferson Ave Suite 104A, Temecula, CA 92590 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-12-10
VA RA APPROVED 2018-10-18
CA RA APPROVED 2018-09-19
  • TX RA
    APPROVED_RES
    Since 2024-12-10
  • VA RA
    APPROVED
    Since 2018-10-18
  • CA RA
    APPROVED
    Since 2018-09-19

Branch Locations

27420 Jefferson Ave Suite 104A, Temecula, CA 92590 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cuna Mutual Group Waverly IA 05/2015 06/2018
Cuna Brokerage Services Waverly IA 05/2015 06/2018
Duane Johnson Group, Llc Temecula CA 07/2018 Present
Bridger Financial Services, Llc Temecula CA 08/2018 Present
  • 05/2015 → 06/2018
    Cuna Mutual Group
    Waverly, IA
  • 05/2015 → 06/2018
    Cuna Brokerage Services
    Waverly, IA
  • 07/2018 → Present
    Duane Johnson Group, Llc
    Temecula, CA
  • 08/2018 → Present
    Temecula, CA
Previous Registrations
  • 2015-05-29 → 2018-06-11
    Cuna Brokerage Services, Inc.
    Richmond, VA
    Richmond, VA
    Fredericksburg, VA
    Fredericksburg, VA
    Richmond, VA
    Henrico, VA
    Richmond, VA
  • 2009-05-04 → 2015-05-13
    Colonial Heights, VA
    Petersburg, VA
  • 2008-06-01 → 2009-04-09
    Meriden, CT
    Midlothian, VA
  • 2006-08-21 → 2008-06-01
    Bi Investments, Llc
    Glen Allen, VA
  • 2005-07-19 → 2006-06-01
    Morgan Stanley Dw Inc.
    Richmond, VA
    Richmond, VA
  • 2003-08-06 → 2005-06-13
    Richmond, VA
Other Businesses

Duane Johnson Group, LLC; Yes investment-related; Temecula, CA; Financial Advisor; Insurance and Annuity sales; 80 hrs per month; 0 hrs during trading hrs; insurance agent.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-08-05
  • S66 Uniform Combined State Law Examination
    2003-08-05

View on SEC IAPD

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