Mark Allen Johnson

Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2015 → Present
  New York Life Insurance Company
  Edina, MN
• 04/2015 → Present
  Nylife Securities Llc
  Edina, MN
• 04/2015 → Present
  Eagle Strategies Llc
  Monticello, MN
• 06/2015 → Present
  Gateway Financial Strategies, Llc
  Monticello, MN

Previous Registrations

• 2005-11-15 → 2015-03-26
  Thrivent Investment Management Inc.
  Buffalo, MN
  Buffalo, MN
  Monticello, MN

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; 1125 S CEDAR ST STE 117, MONTICELLO, MN 55362; FIVE HOURS A MONTH] [OPERATING UNDER THE DBA NAME OF GATEWAY FINANCIAL STRATEGIES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; MONTICELLO, MN; START DATE: 06/2015] [Rental Property; We purchased a retirement home in San Antonio TX. We are renting it out until we retire in 4-5 years. We will make no money as the mortgage is higher than the rent.; 10072 176th LN NW Elk River MN 55330; Start Date 07/2023; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours; collect rent]

Exams

• S66 Uniform Combined State Law Examination
  2004-12-02