Unclaimed Profile

Roger Lane Johnson

WESTERN PACIFIC WEALTH MANAGEMENT, LP·LAKE FOREST, Illinois

Series 000, Series 1, Series 63, Series 65Clean record32 years registeredWESTERN PACIFIC WEALTH MANAGEMENT, LP

263 MARKET SQUARE, LAKE FOREST, IL 60045CRD# 260212Firm CRD# 152714

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Roger Lane Johnson · LAKE FOREST, IL

Registration

CRD #260212 · WESTERN PACIFIC WEALTH MANAGEMENT, LP · 32 years registered

Brand Profile

Not yet started

Career History

WESTERN PACIFIC WEALTH MANAGEMENT, LP

Jun 2021 – present

SUMMA GLOBAL ADVISORS, LLC

Nov 2009 – Jan 2021

CLACKAMAS, OR

COLDSTREAM CAPITAL MANAGEMENT INC

Oct 2005 – Oct 2008

PORTLAND, OR

WESTERN PACIFIC INVESTMENT ADVISERS INC

Oct 1993 – Sep 2005

PORTLAND, OR

Registrations & Exams

FINRA examinations passed

Series 000

Series 1

Series 63

Series 65

Registration record

First registered · October 27, 1993

Years registered · 32

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WESTERN PACIFIC WEALTH MANAGEMENT, LP

CRD 152714 · SEC 801-71679

AUM

$190M

Regulatory assets under management

Employees

38 client accounts

Services offered by WESTERN PACIFIC WEALTH MANAGEMENT, LP

Per Form ADV

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at WESTERN PACIFIC WEALTH MANAGEMENT, LP →

Introduction

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Frequently Asked Questions

What services does Roger Lane Johnson offer?

Roger Lane Johnson specializes in Investment Management, Fee-Only Advisory. Contact their office in LAKE FOREST, Illinois for a consultation.

What are Roger Lane Johnson's credentials?

Roger Lane Johnson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Roger Lane Johnson located?

Roger Lane Johnson is based in LAKE FOREST, Illinois, working with WESTERN PACIFIC WEALTH MANAGEMENT, LP. Their office serves clients in the LAKE FOREST metropolitan area and surrounding communities.

How does Roger Lane Johnson charge for services?

Roger Lane Johnson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WESTERN PACIFIC WEALTH MANAGEMENT, LP?

WESTERN PACIFIC WEALTH MANAGEMENT, LP has approximately 3 employees and manages $190M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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