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Agatha Kay Johnson

Willkate Wealth Management, LLC

Aberdeen, SD

CRD 2425275

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Employer firm

Willkate Wealth Management, LLC CRD 167109

$40.8M regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Willkate Wealth Management, Llc

405 8Th Ave Nw Suite 302, Aberdeen, SD 57401 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-05-14
SD RA APPROVED 2013-04-02
  • TX RA
    APPROVED_RES
    Since 2025-05-14
  • SD RA
    APPROVED
    Since 2013-04-02

Branch Locations

405 8Th Ave Nw Suite 302, Aberdeen, SD 57401 • 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
Conservator For Chrisma Shulte Aberdeen SD 05/2006 Present
Trustee For Conservator For Chrisma Shulte Aberdeen SD 03/2008 Present
Kappenman Limited Partner Aberdeen SD 08/2003 Present
Prosperity Wealth Management, Llc Aberdeen SD 03/2013 Present
Generations To Generations Llc Arberdeen SD 05/2013 Present
  • 05/2006 → Present
    Conservator For Chrisma Shulte
    Aberdeen, SD
  • 03/2008 → Present
    Trustee For Conservator For Chrisma Shulte
    Aberdeen, SD
  • 08/2003 → Present
    Kappenman Limited Partner
    Aberdeen, SD
  • 03/2013 → Present
    Prosperity Wealth Management, Llc
    Aberdeen, SD
  • 05/2013 → Present
    Generations To Generations Llc
    Arberdeen, SD
Previous Registrations
  • 2002-06-20 → 2013-03-05
    Eide Bailly Advisors, Llc
    Aberdeen, SD
Other Businesses

KAPPENMAN LIMITED PARTNERSHIP; FARMING PARTNERSHIP; GENERAL PARTNER; 5% TIME SPENT GENERATIONS TO GENERATIONS; NON INVESTMENT RELATED; ABERDEEN, SD; FAMILY AND CLOSELY HELD BUSINESS TRANSITION CONSULTING; OWNER; 05/2013; APPROXIMATELY 35% OF TIME SPENT ON THIS ACTIVITY.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-08-09
S65 Uniform Investment Adviser Law Examination 1997-10-03
S63 Uniform Securities Agent State Law Examination 1995-04-03
  • S66 Uniform Combined State Law Examination
    2002-08-09
  • S65 Uniform Investment Adviser Law Examination
    1997-10-03
  • S63 Uniform Securities Agent State Law Examination
    1995-04-03
Designations
  • Certified Financial Planner
Other Names
  • Aggie Aman
  • Aggie Aman Kappenman
  • Agatha Kay Aman
  • Agatha Kay Aman

View on SEC IAPD

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