Lindsay A Johnson

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 06/2005 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  La Crosse, WI
• 09/2009 → Present
  Bank Of America,Na
  Lacrosse, WI

Other Businesses

I*109889 FOR-PROFIT, NAME : TREEHOUSE GIFTS, INCINVESTMENT RELATED: N ADDRESS :ONALASKA, WISCONSIN 54650 NATURE OF BUSINESS: CORPORATION,POSITION, TITLE, ASSOCIATION: OTHER, VOLUNTEER CONSULTANT/BUYERSTART DATE OF RELATIONSHIP: 43031NUMBER OF HOURS DEVOTED: 5 HOUR(S) MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 5DUTIES: VOLUNTEER BUYER OF HOME DÃ?COR AND GIFT ITEMS I*: 2469290 Fiduciary role Name : M. J. Address: Wayzata, MN 55391 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 5/15/2025 Number of Hours: 1 hr annually Number of Hours during trading: 1 hr annually Duties: POA for Spouse I*2445278, Entity For Profit, Name : DBA Lindsay Johnson Address: WayzataMN55391 Investment Related: No Position, Title, Association: Owner Employee Start Date:05/05/2025 No Hours:10 yearly No Hours during trading: 0 Duties:Song writing/performing arts I*2621267, Not for profit, Name: LJ Trust Address :Redwood FallsMinnesota56283 Investment Related:No Position, Title, Association: investment Advisor Employee Start Date:04/15/2025 No Hours: 0.5 yearly No Hours during trading: 0 Duties: His duties are to oversee the financials execute any decisions financially as necessary I*2703309,, Name of OBA: C J, Address: Wayzata, Minnesota, 55391, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 08/09/2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2005-09-02

Other Names

• Lindsay A Foust