Connie A Johnson
Investment adviser representative at Bartlett & Co. Wealth Management LLC
8 yearsExperience
1 stateRegistered in
CFADesignation
$10.3BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
8 years in the industry.
- Bartlett & Co. Wealth Management, LLCOct 2024 to now
- The Colony Group, LLCMay 2024 to Oct 2024
- Kabouter Management LLCNov 2021 to May 2024
- AonJun 2019 to Nov 2021
- Nwq Investment Management/nuveenMar 2016 to Jun 2019
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (IL).
Bartlett & Co. Wealth Management LLC
$10.3BAssets managed
2,263Clients
32Advisers
8 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
- 5716527
- Firm CRD
- 292246