Matthew Perry Johnson

Current Employers

Employment History

• 08/2015 → Present
  Sound Income Strategies, Llc
  Humboldt, IA
• 01/1999 → Present
  Johnson Insurance Agency
  Humboldt, IA
• 04/2016 → Present
  Johnson Wealth & Income Management
  Hunboldt, IA
• 07/2012 → Present
  Trustworthy Financial, Llc
  Humboldt, IA

Previous Registrations

• 2012-04-04 → 2015-08-12
  Creativeone Securities, Llc
  Humboldt, IA
  Overland Park, KS
• 2015-07-01 → 2015-07-02
  Sound Income Strategies, Llc
  Humboldt, IA
  Fort Lauderdale, FL

Other Businesses

1. JOHNSON INSURANCE AGENCY DBA -OWNER/AGENT CONDUCTING SALES OF FIXED AND INDEXED ANNUITIES AND LIFE AND HEALTH INSURANCE/ THIS ENCOMPASSES APPROXIMATELY 5% OF BUSINESS HOURS. 2. ADULT EDUCATION INSTRUCTOR AT IOWA CENTRAL COMMUNITY COLLEGE, IOWA LAKES COMMUNITY COLLEGE, AND NORTH IOWA COMMUNITY COLLEGE. THIS DOES NOT ENCOMPASS ANY BUSINESS HOURS. NON INVESTMENT RELATED. 3. JOHNSON WEALTH AND INSURANCE SERVICES - 6-1-2021 - PRESENT - NON- INVESTMENT RELATED. DBA UTILIZED FOR FIXED INSURANCE SERVICES IN THE STATE OF CALIFORNIA.THIS ENCOMPASSES APPROXIMATELY 1% OF BUSINESS HOURS. 4. CAPITALIZED LIFE LLC. INVESTMENT RELATED. CREATES EDUCATIONAL AND INSPIRATIONAL MATERIALS FOR THE PUBLIC INCLUDING TRAINING CLASSES. THIS DOES NOT ENCOMPASS ANY BUSINESS HOURS. 5. TRUSTWORTHY FINANCIAL, LLC-HOLDING COMPANY FOR JOHNSON WEALTH & INCOME MANAGEMENT AND JOHNSON INSURANCE AGENCY. This is Investment related and does not encompass any business hours. 6. Retirement Income Source - Franchise owner - Investment related. 8/16/19 Marketing to prospective clients for Investment Advisory and Fixed Insurance services. This does not encompass any business hours. 7. JOHNSON WEALTH AND INCOME MANAGEMENT DBA- MARKETING AND SALES OF INVESTMENT ADVISORY SERVICES - INVESTMENT RELATED. OFFICE LOCATED AT 12 3RD STREET N. HUMBOLDT, IA 50548. THIS ENCOMPASSES APPROXIMATELY 40% OF BUSINESS HOURS. 8. Victor Investments LLC - Non - Investment Related. Used for holding commercial real estate and collection of rental income. this does not encompass any business hours. 9. MP Johnson Investments LLC- Real Estate holdings LLC. Non- Investment related. This does not encompass any business hours. 10. Sound Income Group - Investment related. Less than a 1% owner. Financial Services Company. This does not encompass any business hours. 11. Matthew P. Johnson Family Trust - Trustee - not investment related - 2723 200th Street, Hardy, IA 50545 - management of assets and real estate - This does not encompass any business hours. 12. Matthew P. Johnson Heritage Trust - Trustee - not investment related - 2723 200th Street, Hardy, IA 50545 - management of assets and real estate (if any) - This does not encompass any business hours. 13. Hillcrest Baptist Church - not investment related - 1227 US Highway 18, Algona, IA 50511 - helps with pastoral care and serves the community - This does not encompass any business hours. 14. Paratus Holdings, LLC - investment related - 12 3rd Street N. Humboldt, IA 50548 - 100% owner of holding company for multiple LLCs which offer real estate and other financial services. This does not encompass any business hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-03-07