Connor Montgomery Johnson

Employer firm

Stifel, Nicolaus & Company, Incorporated CRD 793

$198B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2017 → 10/2018
  Lockton Companies
  Kansas City, MO
• 12/2018 → 07/2023
  Creative Planning
  Leawood, KS
• 05/2016 → 05/2017
  Bank Of Prairie Village
  Prairie Village, KS
• 08/2013 → 05/2017
  University Of Kansas
  Lawrence, KS
• 08/2023 → Present
  Stifel
  Naples, FL

Previous Registrations

• 2021-03-15 → 2023-08-02
  Creative Planning
  Overland Park, KS
  Naples, FL
  Overland Park, KS

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-11-07
• S65 Uniform Investment Adviser Law Examination
  2021-03-14

Other Names

• Connor Montgomery Johnson
• Connor Johnson