Alan Johnson

Financial Advisor and Portfolio Manager at Encore Financial

Role
Financial Planner and Portfolio Manager at Royal Alliance Associates
Location
Minneapolis, MN, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Financial Planner and Portfolio Manager

    Royal Alliance Associates

    Jul 2021 — Present · Maple Grove, MN, US

    Securities and investment advisory services offered through Royal Alliance Associates, Inc.(RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services.

Education

  • College for Financial Planning

    Accredited Wealth Management Advisor (AWMA)

    2009

  • University of Minnesota Duluth

    Bachelors, Psychology

    1997 — 2001

  • FINRA

    Series 7, 66

    2003

  • Minnesota Department of Commerce

    Life and Health Insurance Licensed

    2003

Skills

  • Estate Planning
  • Strategic Financial Planning
  • Portfolio Management
  • Asset Managment
  • Investment Strategies
  • Retirement Planning
  • Asset Allocation
  • Mutual Funds
  • Wealth Management
  • 401k
  • Life Insurance
  • Financial Advisory
  • Investment Advisory
  • Investments
  • Series 7

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Alan Johnson — Financial Planner and Portfolio Manager at Royal Alliance Associates in Minneapolis, MN, US | Unifers