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Angela Dawn Johnson

TREASURE COAST FINANCIAL PLANNING, INC.·VERO BEACH, Florida
Series 65Clean recordTREASURE COAST FINANCIAL PLANNING, INC.
545 BEACHLAND BLVD, VERO BEACH, FL 32963CRD# 7481206Firm CRD# 166684

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Angela Dawn Johnson · VERO BEACH, FL
Registration
CRD #7481206 · TREASURE COAST FINANCIAL PLANNING, INC.
Brand Profile
Not yet started
01

Career History

TREASURE COAST FINANCIAL PLANNING, INC.
Nov 2025 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · November 17, 2025
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TREASURE COAST FINANCIAL PLANNING, INC.
CRD 166684 · SEC 801-77753
AUM
$194M
Regulatory assets under management
Employees
6
625 client accounts
Services offered by TREASURE COAST FINANCIAL PLANNING, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at TREASURE COAST FINANCIAL PLANNING, INC. →
Introduction

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05

Frequently Asked Questions

What services does Angela Dawn Johnson offer?
Angela Dawn Johnson specializes in Financial Planning, Investment Management. Contact their office in VERO BEACH, Florida for a consultation.
What are Angela Dawn Johnson's credentials?
Angela Dawn Johnson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Angela Dawn Johnson located?
Angela Dawn Johnson is based in VERO BEACH, Florida, working with TREASURE COAST FINANCIAL PLANNING, INC.. Their office serves clients in the VERO BEACH metropolitan area and surrounding communities.
How does Angela Dawn Johnson charge for services?
Angela Dawn Johnson's firm is compensated through percentage of aum, hourly charges, subscription fees, other: tax return prep. fee-non advisory related business. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TREASURE COAST FINANCIAL PLANNING, INC.?
TREASURE COAST FINANCIAL PLANNING, INC. has approximately 6 employees and manages $194M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TREASURE COAST FINANCIAL PLANNING, INC.

Guy Lawrence Bassini
VERO BEACH, FL
CFP
Anthony John Dzielski
VERO BEACH, FL

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