Michael David Johansson

Employer firm

Tiaa-Cref Individual & Institutional Services, LLC CRD 20472

$37.9B regulatory AUM 35,647 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 06/2016 → 04/2019
  Lincoln Financial Advisors Corporation
  Salt Lake City, UT
• 04/2019 → 02/2020
  Podium
  Lehi, UT
• 02/2020 → 10/2020
  Unemployed
  American Fork, UT
• 10/2020 → 12/2020
  Blueeq
  Lehi, UT
• 12/2020 → 06/2022
  Icma-Rc
  Washington, DC
• 06/2022 → 09/2023
  Zions Bancorporation, N.A.
  Midvale, UT
• 06/2022 → 09/2023
  Lpl Financial Llc
  Midvale, UT
• 12/2020 → 06/2022
  Missionsquare Investment Services
  Washington, DC
• 12/2020 → 06/2022
  Missionsquare Retirement
  Washington, DC
• 09/2023 → Present
  Tiaa
  Salt Lake City, UT
• 09/2023 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  Salt Lake City, UT

Previous Registrations

• 2022-06-06 → 2023-10-02
  Lpl Financial Llc
  Herber City, UT
  Midvale, UT
  Riverton, UT
  Sandy, UT
  South Jordan, UT
  Sandy, UT
  Salt Lake City, UT
• 2021-01-11 → 2022-06-07
  Missionsquare Retirement
  Saratoga Springs, UT
  Washington, DC
  Saratoga Springs, UT
• 2016-08-17 → 2019-04-15
  Osaic Fa, Inc.
  Salt Lake City, UT

Other Businesses

JOHANSSON HOLDINGS LLC POSITION: Member NATURE: I'll be using this to rent my current home. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/19/2017 ADDRESS: 1201 Farnham Drive, North Salt Lake UT 84054, United States DESCRIPTION: Landlord activities

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-08-15
• S63 Uniform Securities Agent State Law Examination
  2014-09-27

Other Names

• Michael David Johansson
• Michael Johansson