Carol Renee Johnson
Investment adviser representative at Prudent Man Investment Management
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$390.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Prudent Man Investment ManagementJan 2020 to now
- Private Capital ManageMar 2019 to Dec 2019
- Private Capital ManagementFeb 2018 to Mar 2019
- Atlantic TrustApr 2017 to Feb 2018
- Retirement Planning SpecialistMar 2011 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (CO).
Prudent Man Investment Management
Legal name: Prudent Man Investment Management Inc
$390.2MAssets managed
246Clients
3Advisers
37 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3084320
- Firm CRD
- 104574