Johanna Imhof
Investment adviser representative at Citizens Securities, Inc.
10 yearsExperience
8 statesRegistered in
$12.9BFirm assets
23 yearsFirm in business
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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.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Citizens BankMar 2026 to now
- Citizens Securities, Inc.Mar 2026 to now
- Wells Fargo Bank, NAAug 2021 to Mar 2026
- Wells Fargo Clearing Services, LLCAug 2021 to Mar 2026
- Fifth Third SecuritiesJan 2017 to Aug 2021
- Fifth Third BankOct 2016 to Aug 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 8 states (FL, MI, MN, NH, NJ, NY, PA, RI).
Citizens Securities, Inc.
$12.9BAssets managed
60,545Clients
705Advisers
23 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
- 4822197
- Firm CRD
- 39550