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Carol Irene Johnson

VOELLINGER, SIMPSON, DOLAN & ASSOCIATES, P.C.·BELLEVILLE, Illinois
Series 65Clean record23 years registeredVOELLINGER, SIMPSON, DOLAN & ASSOCIATES, P.C.
4010 N ILLINOIS STREET, SUITE 3, BELLEVILLE, IL 62226CRD# 2370004Firm CRD# 106860

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Carol Irene Johnson · BELLEVILLE, IL
Registration
CRD #2370004 · VOELLINGER, SIMPSON, DOLAN & ASSOCIATES, P.C. · 23 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: VOELLINGER, SIMPSON, DOLAN & ASSOCIATES, P.C.
VOELLINGER, SIMPSON, DOLAN & ASSOCIATES, P.C.
Jan 2003 – Jan 2023
BELLEVILLE, IL
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 3, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
VOELLINGER, SIMPSON, DOLAN & ASSOCIATES, P.C.
CRD 106860 · SEC 801-44142
AUM
$30M
Regulatory assets under management
Employees
6
13 client accounts
Services offered by VOELLINGER, SIMPSON, DOLAN & ASSOCIATES, P.C.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at VOELLINGER, SIMPSON, DOLAN & ASSOCIATES, P.C. →
Introduction

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05

Frequently Asked Questions

What services does Carol Irene Johnson offer?
Carol Irene Johnson specializes in Financial Planning, Investment Management.
What are Carol Irene Johnson's credentials?
Carol Irene Johnson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carol Irene Johnson located?
Carol Irene Johnson is based in BELLEVILLE, Illinois, last registered with VOELLINGER, SIMPSON, DOLAN & ASSOCIATES, P.C..
How does Carol Irene Johnson charge for services?
Carol Irene Johnson's firm is compensated through hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VOELLINGER, SIMPSON, DOLAN & ASSOCIATES, P.C.?
VOELLINGER, SIMPSON, DOLAN & ASSOCIATES, P.C. has approximately 6 employees and manages $30M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Illinois
CHICAGO (1395)NAPERVILLE (72)DOWNERS GROVE (62)OAK BROOK (56)NORTHBROOK (52)WHEATON (44)DEERFIELD (42)ROCKFORD (36)EVANSTON (34)SPRINGFIELD (34)
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Research
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