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Phil Johnson, Financial Advisor serving the Mason City, IA area - Ameriprise Advisors

Phil Johnson

Financial Advisor

Wealth Partners
47
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Small Business
  • Investment Management
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Business Retirement Plans

Education

  • Master's Degree-University of Northern Iowa, Cedar Falls, Iowa
  • Bachelor’s Degree-State College of Iowa, Cedar Falls, Iowa
  • Graduate of Northwood Kensett High School, Northwood, Iowa

Awards & recognition

  • Wealth Partners, Ameriprise Client Experience Award, 2022

Previous experience

  • President, Johnson Financial Services, Inc., 1987-2011
  • Registered Representative, Woodbury Financial Services, Inc., 2011-2017

Community participation

  • Chairperson- Mason City High School Athletic Hall of Fame
  • Coordinator- Panthers of the Past, University of Northern Iowa Men’sBasketball Team

Interests

  • Following my eight grandchildren and their many activities
  • Spreading time with my wife Carol
  • Spending time with my three children
  • Travel
  • Sports
  • Being in the office
  • Being an active member of my church, First United Methodist, Mason City, Iowa