Unclaimed Profile

Bryan Lee Johnson

PRIVATE WEALTH ASSET MANAGEMENT, LLC·OMAHA, Nebraska

SIE, Series 4, Series 7, Series 12, Series 24, Series 52TO, Series 53, Series 63, Series 65CFPClean record20 years registeredPRIVATE WEALTH ASSET MANAGEMENT, LLC

1100 CAPITOL AVENUE, OMAHA, NE 68102CRD# 1750989Firm CRD# 315819

Profile Verification

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

Identity

Bryan Lee Johnson · OMAHA, NE

Registration

CRD #1750989 · PRIVATE WEALTH ASSET MANAGEMENT, LLC · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PRIVATE WEALTH ASSET MANAGEMENT, LLC

WELLS FARGO CLEARING SERVICES, LLC

Jan 2011 – Sep 2021

OMAHA, NE

WELLS FARGO INVESTMENTS, LLC

Apr 2006 – Jan 2011

OMAHA, NE

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 12

Series 24

Series 52TO

Series 53

Series 63

Series 65

Registration record

First registered · April 17, 2006

Years registered · 20

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PRIVATE WEALTH ASSET MANAGEMENT, LLC

CRD 315819 · SEC 801-122065

AUM

$1.9B

Regulatory assets under management

Employees

1,849 client accounts

Services offered by PRIVATE WEALTH ASSET MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at PRIVATE WEALTH ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Bryan Lee Johnson offer?

Bryan Lee Johnson specializes in Financial Planning, Investment Management, Retirement Planning.

What are Bryan Lee Johnson's credentials?

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

Where is Bryan Lee Johnson located?

Bryan Lee Johnson is based in OMAHA, Nebraska, last registered with PRIVATE WEALTH ASSET MANAGEMENT, LLC.

How does Bryan Lee Johnson charge for services?

Bryan Lee Johnson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PRIVATE WEALTH ASSET MANAGEMENT, LLC?

PRIVATE WEALTH ASSET MANAGEMENT, LLC has approximately 37 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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