Kyle Johnson

Current Employers

Employment History

• 03/2009 → Present
  Roy Todd
  Carrollton, TX
• 03/2009 → 09/2025
  Avantax Investment Services, Inc.
  Independence, MO
• 12/2009 → 09/2025
  Avantax Insurance Agency Llc
  Independence, MO
• 05/2018 → Present
  Valleyview Pkwy Llc
  Independence, MO
• 12/2022 → Present
  Link Financial Strategies
  Topeka, KS
• 07/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 07/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2025 → Present
  The Owners Playbook
  Topeka, KS

Previous Registrations

• 2011-10-14 → 2025-09-08
  Avantax Advisory Services
  Independence, MO
  Independence, MO

Other Businesses

1) Avantax Insurance Agency; 3200 Olympus Blvd, Ste 100, Dallas, TX 75019; Equity Indexed Annuity~Agent~12/1/2009~48hrs~32hrs~I may have the ability to sell any, or all of the following products: variable annuities, fixed annuities, any/all types of index annuities, variable insurance (e.g. VUL/VIL). 2) K.L. Johnson Properties LLC~'NIR'~6447 SW 24th St.~Topeka~KS~66614~Real Estate/Mortgage (I.E. Sales Agent/Broker, Mortgage Originator)~Owner~9/5/2018~4hrs~4hrs~This is a sole member LLC. I have responsibility of management of the LLC. 3) Valleyview Pkwy LLC~'NIR'~19201 E. Valleyview Parkway, Suite D~Independence~MO~64055~Rental Property~Other~5/31/2018~2hrs~2hrs~My role is as an investor and minor duties will eventually be to attend property management meetings and llc meetings to make decisions going forward. 4)LINK WEALTH STRATEGIES POSITION: Owner, Senior Wealth Advisor NATURE: Previously DBA K.L. Johnson Advisors, we have renamed our company to Link Wealth Strategies. We are a retirement planning and wealth management firm that is affiliated with Avantax. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 130 START DATE: 12/09/2022 ADDRESS: 5869 SW 29th St., Topeka KS 66614, United States DESCRIPTION: I am the owner, as well as a Senior Wealth Advisor for Link Wealth Strategies. I lead and equip staff to do the roles they have been hired for. I also serve as a Financial Advisor to clients, helping them plan for retirement and manage their investments. 5) NAME OF OTHER BUSINESS: THE OWNERS PLAYBOOK; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: LEADERSHIP AND BUSINESS COACHING; START DATE: 01/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: TO COACH YOUNG PROFESSIONALS IN PERSONAL AND BUSINESS LEADERSHIP; 6) NAME OF OTHER BUSINESS: LINKED PLANNING PARTNERS; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: NETWORKING AND REFERRAL SERVICES, START DATE: 01/2025, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 5, APX NUMBER OF HOURS DURING TRADING HOURS: 5, BRIEF DESCRIPTION OF DUTIES: HOST EDUCATIONAL AND APPROVED EVENTS, UTILIZING COMPLIANCE APPROVED EMAILS AND MATERIALS, PROVIDE HIGH LEVEL SERVICE TO CLIENTS BASED ON THE INTERCONNECTED GROUP OF PROFESSIONALS;

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-07-02
• S63 Uniform Securities Agent State Law Examination
  2009-08-13