Angela Dawn Johnson

Employer firm

Treasure Coast Financial Planning, Inc. CRD 166684

$241M regulatory AUM 25 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Educational seminars

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

Current Employers

Treasure Coast Financial Planning, Inc.

545 Beachland Blvd, Vero Beach, FL 32963 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-12-03
TX	RA	APPROVED	2025-11-17

FL RA
APPROVED

Since 2025-12-03
TX RA
APPROVED

Since 2025-11-17

Branch Locations

545 Beachland Blvd, Vero Beach, FL 32963 • 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

Organization	City	State	From	To
Treasure Coast Financial Planning, Inc.	Vero Beach	FL	06/2009	Present
Treasure Coast Financial Planning, Inc.	Vero Beach	FL	01/2023	Present

06/2009 → Present

Treasure Coast Financial Planning, Inc.

Vero Beach, FL
01/2023 → Present

Treasure Coast Financial Planning, Inc.

Vero Beach, FL

Other Businesses

Investment-Related; Port St. Lucie, FL; Rental Property; Joint Owner/Landlord; 12/1/2015; 2 hrs/yr; 0 hrs/yr; Duties are creation and delivery of new lease agreement.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-11-17

S65 Uniform Investment Adviser Law Examination

2025-11-17

Other Names

Angela D Johnson

View on SEC IAPD