Mckayla Lea Johnson
Investment adviser representative at Wealthspire Advisors
13 yearsExperience
1 stateRegistered in
$34.3BFirm assets
31 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 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
13 years in the industry.
- Wealthspire Advisors LLCAug 2024 to now
- RetirableAug 2022 to Aug 2024
- The Vanguard Group, Inc.Jun 2021 to Aug 2022
- Aurora Health CareOct 2020 to May 2021
- Rmb CapitalJul 2020 to Aug 2020
- CyclebarJun 2019 to Oct 2020
- Googins AdvisorsMar 2019 to Mar 2020
- University of Wisconsin - Madison, School of Human EcologyJan 2019 to May 2021
- National Exchange Bank & TrustMay 2018 to Aug 2018
- Fox River Brewing CompanyApr 2018 to Aug 2018
- Fluno CenterMar 2018 to May 2019
- University of Wisconsin - MadisonSep 2017 to May 2021
- Polo Ralph LaurenSep 2015 to Dec 2017
- Laconia High SchoolSep 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (NY).
Wealthspire Advisors
Legal name: Wealthspire Advisors LLC
$34.3BAssets managed
9,973Clients
225Advisers
31 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
- 7100719
- Firm CRD
- 106181