Gregory Mehler Johns
Investment adviser representative at Stackstone Wealth, LLC
10 yearsExperience
2 statesRegistered in
$0Firm assets
Under 1 yearFirm 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Stackstone Wealth, LLCJun 2026 to now
- Ameriprise Financial Services, LLCDec 2023 to Jun 2026
- MML Investors ServicesNov 2020 to Dec 2023
- Wells Fargo Clearing Services LLCMay 2018 to Oct 2020
- Money Concepts Capital Corp.Jan 2017 to May 2018
- New York Life Insurance CompanyOct 2016 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (IA, WI).
Stackstone Wealth, LLC
$0Assets managed
0Clients
19Advisers
Under 1 yearIn 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
- 6728844
- Firm CRD
- 342692