Broker Check
George W. Johnson III, MBA

George W. Johnson III, MBA

CEO, Investment Advisor Representative

Since 2005, I’ve had the privilege of working with Michigan credit union members, where I developed a specialty in helping retirees and pre-retirees. By leveraging my in-depth knowledge and experience, as well as access to investment, tax and estate planning professionals, my goal is to provide you with a detailed, unique financial plan custom built around you.

I strive to be the kind of financial advisor that I’d want on my side: someone who is down to earth, easy-to-understand, and eager to help you succeed. One of my key attributes is my ability to explain complex financial concepts in an easy-to-understand language so that you can make informed decisions. My goal is to make sure you learn and understand the process and are very much part of the decision making.

EDUCATION AND CERTIFICATIONS

I have a Master’s Degree in Business Administration (MBA), a BS in Business Management with an International Emphasis, a Series 65 license, and a Michigan Life and Health Insurance license. I’ve been married for more than 27 years to my wonderful wife Bethany, and have four fantastic children. I have loved spending time coaching their soccer teams, helping with Boy Scouts, teaching karate and guitar, and feel privileged to have spent extra time with them – just trying to be a great dad.

Given the opportunity to work together, you’ll see my goal is to do what’s best for you and your family – I look forward to meeting you soon!

HOW YOU CAN LEARN MORE ABOUT ME AND MY REGISTRATIONS

Securities Exchange Commission

https://adviserinfo.sec.gov/individual/summary/4503530

Michigan State Department

https://difs.state.mi.us/locators?searchtype=InsAgent

My NPN # is: 7229259

If you are looking for a partner in your wealth journey who understands what drives you, then let’s connect! Follow us on social media or call us today at (586) 980-2522.