Robert C Johnson

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

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

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

Current Employers

Employment History

• 05/2017 → 12/2020
  Td Ameritrade
  Omaha, NE
• 11/2016 → 04/2017
  Stonemor
  Sioux City, IA
• 11/2015 → 11/2016
  Glazer's Beer And Beverage
  Sioux City, IA
• 01/2021 → 06/2021
  Northwestern Mutual
  Omaha, NE
• 07/2021 → 12/2022
  Robert Johnson Financial, Llc
  Omaha, NE
• 01/2023 → 08/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Omaha, NE
• 02/2023 → 08/2023
  Bank Of America, N.A.
  Omaha, NE
• 10/2023 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2023-02-03 → 2023-09-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Omaha, NE
• 2021-09-22 → 2022-12-31
  Robert Johnson Financial
  Omaha, NE
• 2017-10-25 → 2021-01-06
  Td Ameritrade, Inc.
  Omaha, NE
  Omaha, NE
• 2017-10-25 → 2021-01-06
  Td Ameritrade Investment Management, Llc
  Omaha, NE

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-04-10
• S66 Uniform Combined State Law Examination
  2017-10-24

Other Names

• Robert Carl Johnson