Pete Johnson
Financial Representative, Principal Securities Registered Representative, Financial Advisor at Principal Financial Group
- Role
- Financial Representative, Principal Securities Registered Representative, Financial Advisor at Principal Financial Group
- Location
- Lake Oswego, OR, US
- LinkedIn followers
- 500 followers
About Pete Johnson
EXPERIENCE:Pete joined Principal in 2021 as a financial professional and specializes in working with small business owners, attorneys, realtors, and individuals going through divorce. For more than 10 years prior to joining Principal, Pete practiced exclusively as a court-connected domestic relations mediator for parenting plans, including as an employee of Multnomah County Family Court Services and as a contractor for several counties, including Yamhill, Marion, Polk, Hood River and Tillamook Counties. For over a decade, Pete’s primary job was to listen to his clients and ask questions. As a financial professional, listening is also the most important part of his job. He wants to learn what his client’s goals are so he can help them in making informed decisions about their future. Pete will make financial recommendations once he understands where you’ve been, where you are now, and what you value. He understands that financial well-being is not only about how much you work but rather how you save, invest, and protect yourself and your family. EDUCATION & CREDENTIALS: • FINRA Series 66 and 7 securities registrations • Life and Health Insurance License• Graduated Willamette University with a joint JD/MBA degree• CDFA® (Certified Divorce Financial Analyst) designationINTERESTS:In his free time, Pete is actively involved in his community as a supporter for many charitable organizations including Bradley Angle Women’s Shelter, Kenya Keys for Education, Our Just Future, and Familias en Acción. Aside from his community involvement, he also is a lover of tennis, backpacking, outdoor adventures, foreign films, international travel, new non-fiction, and old literature. As a young adult, Pete lived in Chile and Ecuador where he developed fluency in skills list below does not imply licensure, training, or the ability to solicit products or services.
Experience
Financial Representative, Principal Securities Registered Representative, Financial Advisor
Jan 2021 — Present · Lake Oswego, OR, US
Insurance products issued by Principal National Life Insurance Company (except in New York), Principal Life Insurance Company and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc, Member SIPC. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392. Peter Johnson, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, Financial Advisor and a member of the Principal® Financial Network. 31••••••••23© 2023 Principal Financial Services, Inc. Principal®, Principal Financial Group®, and Principal and the logomark design are registered trademarks of Principal Financial Services, Inc, a Principal Financial Group company, in the United States and are trademarks and service marks of Principal Financial Services, Inc, in various countries around the world.
Education
Brigham Young University
B.A., Comparative Literature, Spanish
1998 — 2004
Willamette University School of Law
JD, Law
2004 — 2008
Willamette University MBA
MBA, Business Management
2005 — 2008
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