Unclaimed Profile

Conley Michael Johnson

WEALTH PLANNING CORP·CINCINNATI, Ohio

Series 1, Series 7, Series 63Clean record26 years registeredWEALTH PLANNING CORP

8370 E. KEMPER ROAD, CINCINNATI, OH 45249CRD# 820332Firm CRD# 105369

Profile Verification

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

Identity

Conley Michael Johnson · CINCINNATI, OH

Registration

CRD #820332 · WEALTH PLANNING CORP · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WEALTH PLANNING CORP

WEALTH PLANNING CORP

Oct 1999 – Mar 2026

CINCINNATI, OH

Registrations & Exams

FINRA examinations passed

Series 1

Series 7

Series 63

Registration record

First registered · October 6, 1999

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEALTH PLANNING CORP

CRD 105369 · SEC 801-18378

AUM

$455M

Regulatory assets under management

Employees

456 client accounts

Services offered by WEALTH PLANNING CORP

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WEALTH PLANNING CORP →

Introduction

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Frequently Asked Questions

What services does Conley Michael Johnson offer?

Conley Michael Johnson specializes in Financial Planning, Investment Management.

What are Conley Michael Johnson's credentials?

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

Where is Conley Michael Johnson located?

Conley Michael Johnson is based in CINCINNATI, Ohio, last registered with WEALTH PLANNING CORP.

How does Conley Michael Johnson charge for services?

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

How large is WEALTH PLANNING CORP?

WEALTH PLANNING CORP has approximately 10 employees and manages $455M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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