Unclaimed Profile

William Joel Johnson

WHITE PINE INVESTMENT COMPANY·LIVONIA, Michigan

SIE, Series 6, Series 7, Series 63, Series 65CFPClean record15 years registeredWHITE PINE INVESTMENT COMPANY

17199 LAUREL PARK DR NORTH, LIVONIA, MI 48152CRD# 4784523Firm CRD# 111556

Profile Verification

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

Identity

William Joel Johnson · LIVONIA, MI

Registration

CRD #4784523 · WHITE PINE INVESTMENT COMPANY · 15 years registered

Brand Profile

Not yet started

Career History

WHITE PINE INVESTMENT CO

Apr 2020 – present

CHARLES SCHWAB & CO., INC.

Aug 2014 – Dec 2018

Novi, MI

STRATEGIC ADVISERS, INC.

Nov 2010 – Aug 2014

BIRMINGHAM, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · November 19, 2010

Years registered · 15

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WHITE PINE INVESTMENT COMPANY

CRD 111556 · SEC 801-55054

AUM

$405M

Regulatory assets under management

Employees

1,070 client accounts

Services offered by WHITE PINE INVESTMENT COMPANY

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

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Introduction

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Frequently Asked Questions

What services does William Joel Johnson offer?

William Joel Johnson specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in LIVONIA, Michigan for a consultation.

What are William Joel Johnson's credentials?

William Joel Johnson holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is William Joel Johnson located?

William Joel Johnson is based in LIVONIA, Michigan, working with WHITE PINE INVESTMENT COMPANY. Their office serves clients in the LIVONIA metropolitan area and surrounding communities.

How does William Joel Johnson charge for services?

William Joel 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 WHITE PINE INVESTMENT COMPANY?

WHITE PINE INVESTMENT COMPANY has approximately 6 employees and manages $405M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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