Nick Johnson

About Nick Johnson

As a financial advisor, I help individuals and families plan for their financial futures with comprehensive investment planning services utilizing the resources of Wells Fargo Advisors. By providing clients with individualized attention and a high level of service, we help create plans that best suit their situation and long-term needs. I frequently use Wells Fargo Advisors\', investment planning process to provide clients with a financial road map, helping prioritize goals and track their progress. If you would like to schedule a conversation I can be reached at: Nicholas Johnson, MBA Financial Advisor Wells Fargo Advisors 959 Kepler Drive Green Bay, WI 54311 Tel 920/46•••27 / Toll Free 800/27•••70 Fax 920/46•••38 N••••••••@wellsfargoadvisors.com This information is intended for use by residents of AK, AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, MA, MD, ME, MI, MN, MO, MT, NC, NM, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, and WV Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Experience

1. Financial Advisor, Vice President - Branch Manager

   Wells Fargo Advisors

   Dec 2017 — Present · Green Bay, WI, US

   I actively communicate and meet with current and perspective clients to build trusting relationships. Perform individualized investment planning analysis for clients to help ensure clients are on track to meet their goals and share results with clients to help them make informed decisions. Provide education for clients regarding their current accounts, as well as present options that are designed to help lead clients to improved financial success.

Education

• University of Wisconsin-Green Bay

  Bachelor of Business Administration (BBA), Finance

  2006 — 2012

• Upper Iowa University

  Master of Business Administration (M.B.A.), Corporate Finance

  2014 — 2016

Skills

• Microsoft Office
• Risk Management
• Wealth Preservation Planning
• Portfolio Management
• Annuity Sales
• Life Insurance
• Customer Service
• Asset Allocation
• Financial Risk
• Financial Services
• Wealth Management Services
• Sales
• Corporate Finance
• Retirement Planning
• Financial Modeling
• Valuation
• Investments
• Financial Planning
• Mutual Funds
• Finance