Best Investors Account Sign in
Inactive

William Waldemar Johnson

Commonwealth Financial Network

Traverse City, MI

CRD 8258683

Claim This Profile
Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-05-14
  • MI RA
    APPROVED
    Since 2026-05-14

Branch Locations

999 Sixth St, Traverse City, MI 49684 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Self Employed St. Louis MO 01/2015 05/2019
Usa Hockey St. Louis MO 10/2016 05/2019
Principia College Elsah IL 01/2020 05/2023
Camps Leelanau And Kohahna Glen Arbor MI 06/2019 08/2019
Camps Leelanau And Kohahna Glen Arbor MI 06/2020 08/2020
Camps Leelanau And Kohahna Glen Arbor MI 06/2021 08/2021
Corterra Solutions Lisle IL 06/2022 08/2022
Comunidad De Madrid Madrid 10/2023 06/2024
The Chamberlin Group St. Louis MO 08/2024 03/2026
Principia College Elsah IL 08/2019 05/2023
Universidad De Alcala Madrid 09/2023 06/2024
Cary Stamp & Company Traverse City MI 04/2026 Present
Unemployed St. Louis MO 05/2023 09/2023
Commonwealth Financial Network Waltham MA 04/2026 Present
  • 01/2015 → 05/2019
    Self Employed
    St. Louis, MO
  • 10/2016 → 05/2019
    Usa Hockey
    St. Louis, MO
  • 01/2020 → 05/2023
    Principia College
    Elsah, IL
  • 06/2019 → 08/2019
    Camps Leelanau And Kohahna
    Glen Arbor, MI
  • 06/2020 → 08/2020
    Camps Leelanau And Kohahna
    Glen Arbor, MI
  • 06/2021 → 08/2021
    Camps Leelanau And Kohahna
    Glen Arbor, MI
  • 06/2022 → 08/2022
    Corterra Solutions
    Lisle, IL
  • 10/2023 → 06/2024
    Comunidad De Madrid
    Madrid
  • 08/2024 → 03/2026
    The Chamberlin Group
    St. Louis, MO
  • 08/2019 → 05/2023
    Principia College
    Elsah, IL
  • 09/2023 → 06/2024
    Universidad De Alcala
    Madrid
  • 04/2026 → Present
    Cary Stamp & Company
    Traverse City, MI
  • 05/2023 → 09/2023
    Unemployed
    St. Louis, MO
  • 04/2026 → Present
    Waltham, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-11
  • S65 Uniform Investment Adviser Law Examination
    2025-12-11

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Traverse City, MI

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor