Van M Johnson

Current Employers

Employment History

• 05/2016 → 05/2019
  Enj Financial Llc
  Alva, OK
• 01/2018 → 09/2025
  Avantax Investment Services, Inc.
  Alva, OK
• 01/2016 → Present
  Alva Gold & Country Club
  Alva, OK
• 08/2018 → 09/2025
  Avantax Insurance Agency Llc
  Alva, OK
• 02/2019 → Present
  Summit Real Estate Holdings, Llc
  Balko, OK
• 05/2019 → Present
  Summit Wealth Strategies, Llc
  Alva, OK
• 12/2020 → Present
  Summit Wealth Management
  Alva, OK
• 08/2018 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Coppell, TX
• 08/2024 → Present
  Fixed Index Annuity
  Alva, OK
• 09/2024 → Present
  Alva Rotary Club
  Alva, OK
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Alva, OK
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2018-09-07 → 2025-09-05
  Avantax Advisory Services
  Alva, OK
  Alva, OK

Other Businesses

1) LEGACY CARPET CLEANING AND RESTORATION LLC POSITION: Owner NATURE: Residential and commercial carpet cleaning. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 06/01/2021 ADDRESS: PO Box 811, Alva OK 73717, DESCRIPTION: My duties and responsibilities would be the management of the financial affairs of the business through my existing accounting practice: Bookkeeping preparation, Payroll preparation, Tax return preparation, Accounts receivable and Accounts payable. My duties would also include hiring/firing and training of employees. 2) SUMMIT WEALTH MANAGEMENT POSITION: Owner NATURE: Trade name used on tax filings for income reported tome personally from Avantax. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/30/2020 ADDRESS: 411 College Avenue, Alva OK 73717, United States DESCRIPTION: Trade name for investment related work through Avantax. 3) SUMMIT WEALTH STRATEGIES, LLC POSITION: Owner NATURE: Accounting Services/Tax Preparation INVESTMENT RELATED: Yes NUMBER OF HOURS: 110 SECURITIES TRADING HOURS: 110 START DATE: 05/06/2019 ADDRESS: 411 College Ave, Alva OK 73717, United States DESCRIPTION: I will be the owner of the Practice. My duties will be in meeting with clients to discuss tax planning strategies. My duties will also include preparation and review of tax returns to be delivered to clients. I will oversee a small tax preparation staff. 4) SUMMIT REAL ESTATE HOLDINGS, LLC POSITION: Member NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/04/2019 ADDRESS: 109 Bison Lane, Balko OK 73931, United States DESCRIPTION: Collecting Rent & Paying Expenses. 5) ALVA GOLDBUG EDUCATION FOUNDATION POSITION: Board Member NATURE: Alva Goldbug Education Foundation is responsible for hosting fundraising events to provide resources that are allocated for scholarships and grants, academics, extracurricular activities and events for the benefit of the Alva Public Schools teachers and students. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/10/2023 ADDRESS: 418 Flynn Street, Alva OK 73717, United States DESCRIPTION: I will be a board member of the Alva Goldbug Education Foundation and will be a part of the process of awarding scholarships and grants to Alva Public Schools teachers and students. I will also assist in the hosting of fundraisers to benefit the foundation. 6) ALVA ROTARY CLUB POSITION: Treasurer NATURE: Club Treasurer - Invoicing members for dues, paying bills, & keeping record of club funds. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 4 START DATE: 09/12/2024 ADDRESS: 411 College Avenue, Alva OK 73717, United States DESCRIPTION: Collecting dues & donations Paying club bills Maintaining accurate bank records

Exams

• S66 Uniform Combined State Law Examination
  2018-07-12

Other Names

• Van M Johnson
• Van Michael Johnson