Best Investors Account Sign in

Michael Edward Johnson

Pcg Wealth Management

Lombard, IL

Overland Park, KS

CRD 7843454

Claim This Profile
Employer firm

Pcg Wealth Management CRD 290977

$931M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Pcg Wealth Management

5700 W. 112Th Street, Suite 120, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-09-30
  • IL RA
    APPROVED
    Since 2024-09-30

Branch Locations

377 E. Butterfield Rd. Ste. 640, Lombard, IL 60148 • United States

5700 W. 112Th Street, Suite 120, Overland Park, KS 66211 • 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
Mazars Usa New York NY 07/2016 07/2017
Richard K Johnson & Assoc. Westchester IL 08/2017 11/2018
Johnson, Peterek & Howse Llc Lombard IL 08/2017 Present
Lpl Financial Llc Lombard IL 02/2024 Present
Pcg Wealth Management Lombard IL 09/2024 Present
  • 07/2016 → 07/2017
    Mazars Usa
    New York, NY
  • 08/2017 → 11/2018
    Richard K Johnson & Assoc.
    Westchester, IL
  • 08/2017 → Present
    Johnson, Peterek & Howse Llc
    Lombard, IL
  • 02/2024 → Present
    Lpl Financial Llc
    Lombard, IL
  • 09/2024 → Present
    Lombard, IL
Other Businesses

1- 09/2023 / MEJ and Associates / Tax Prep/Accounting/CPA / INVESTMENT RELATED / START DATE 03/22/2016 2- 09/2023 / Johnson, Peterek & Howse, LLC / Tax Prep/Accounting/CPA / INVESTMENT RELATED / START DATE 10/28/2016 3- 09/2023 / PCG Wealth Management / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / START DATE 09/24/2023 - 10 Hours Per Month During Securities Trading. 4. 9/2024 - PCG Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 9/24/2024 - 15 Hours Per Month/5 Hours During Securities Trading - I provide investment advisory services through PCG Wealth Advisors, LLC, an independent investment advisor firm. I expect to spend approximately 15 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 9/2024 - PCG Wealth Advisors, LLC - DBA: PCG Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 9/24/2024 - 30 Hours Per Month During Securities Trading - I provide investment advisory services through PCG Wealth Advisors, LLC, an independent investment advisor firm. I expect to spend approximately 15 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-06
  • S66 Uniform Combined State Law Examination
    2024-09-06
Other Names
  • Michael Edward Johnson
  • Michael Johnson

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Lombard, IL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor