Miguel A Johnson
Investment adviser representative at Modern Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$10.9BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Modern Wealth Management, LLCJul 2026 to now
- Empower Financial Services, IncSep 2023 to Jun 2026
- Empower Advisory Group, LLCApr 2023 to Jun 2026
- Personal Capital Advisors CorporationOct 2021 to Apr 2023
- Fidelity InvestmentsJun 2020 to Sep 2021
- Noosa YoghurtMay 2019 to Aug 2019
- Big O TiresJan 2018 to May 2018
- Colorado State UniversityAug 2016 to May 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
Modern Wealth Management, LLC
$10.9BAssets managed
11,934Clients
161Advisers
3 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
- 7265798
- Firm CRD
- 324624