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Kirk William Johnston

Advisor at Ameriprise — Vanderbilt, MI

Updated today

Credentials

CFP®, Series 63, Series 66

Experience

15 years

Location

Vanderbilt, MI

Ameriprise logo

Ameriprise

Institution

Total advisors

13,129

Across 4,276 offices

Clients per advisor

105 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Kirk Johnston is a CFP®-designated financial advisor with 15 years of industry experience. He is currently with Ameriprise and has previously worked at The Huntington Investment Company, TCF National Bank, Cetera Investment Services, The ON Equity Sales Company, and Ohio National Financial Services. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service focused on written recommendations and ongoing retirement-income planning advice that addresses income sources, tax-aware withdrawal strategies, and Social Security options.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

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Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

See office

Vanderbilt, MI

Vanderbilt MI

Advisors at this office

1

Most active in

Michigan · Texas

Work history

15 years of industry experience

Ameriprise

2026 - Present • 1 year

Gaylord, MI

Ameriprise Financial Services, LLC

2026 - Present • 1 year

Gaylord, MI

The Huntington Investment Company

2021 - 2026 • 5 years

Columbus, OH

TCF National Bank

2019 - Present • 7 years

Gaylord, MI

Cetera Investment Services Llc

2019 - Present • 7 years

St Cloud, MN

Cetera

2019 - 2021 • 2 years

Gaylord, MI

The ON Equity Sales Company

2011 - 2019 • 8 years

Cincinnati, OH

Ohio National Financial Services

2011 - 2019 • 8 years

Cincinnati, OH

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jason S

Series 66

Wolverine, MI

Fairway Investment Group, LLC

Jason Siko is a financial advisor with Fairway Investment Group, LLC and holds a Series 66 designation. He has experience working with Paradigm Equities, Inc. and MEA Financial Services since 2026, and has been involved with educational institutions including Grand Valley State University since 2012 and Clarkston Community Schools since 2022. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses. The firm offers fee-based investment advisory and portfolio management services through LPL Financial-sponsored programs and operates mainly on a non-discretionary basis.

Wealth management Passive / index investing Real estate investing Educators, Teachers, and Academics
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Jason W

Series 66

Gaylord, MI

Fairway Investment Group, LLC

Jason Weiss is a financial advisor with Fairway Investment Group, LLC, holding a Series 66 designation and two years of industry experience. He has worked with Paradigm Equities, Inc. and MEA Financial Services since 2024 and also engages as a realty broker with EverGreen Home Realty. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses, providing fee-based investment advisory and portfolio management services through LPL Financial-sponsored programs. The firm focuses on non-discretionary management, utilizing investor profiling and various analytical methods to tailor asset allocation and portfolio strategies.

Wealth management Passive / index investing Real estate investing Educators, Teachers, and Academics
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Sharyn D

Series 63, Series 65

Gaylord, MI

LPL Financial

Sharyn Dansa is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and having 11 years of industry experience. Her career includes roles at Raymond James Financial Services, Cetera Investment Advisors, The Huntington Investment Company, and previous tenure at LPL Financial. She is also involved with Maier & Associates Financial Group, a business related to her advisory activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including model portfolio programs, third-party asset management access, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive

Tabatha S

CFP®, Series 66

Gaylord, MI

Edward Jones

Tabatha Simpson is a CFP® with nine years of experience at Edward Jones, where she has worked continuously since 2012. She is based in Gaylord, MI. Outside of her advisory role, Simpson is involved with Simpson Farm LLC and manages a short-term rental business through Sugar Maple Rentals LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, with over 23,700 advisors and approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Retirement withdrawal strategies Wealth management Retired Founder/Business Owner Executive
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Brett N

CFP®, Series 66

Gaylord, MI

LPL Financial

Brett Naylor is a CFP® credentialed financial advisor with five years of industry experience. He currently works with LPL Financial and has prior experience at Raymond James Financial Services and Hantz Financial Services. Outside of advisory roles, he has been involved in the hospitality industry with Silver Palace Bar & Grill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Timothy J

CFP®, Series 66

Gaylord, MI

Edward Jones

Timothy Janis II is a CFP® with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Jackson National Life Insurance from 2017 to 2018. He is a board member of the Otsego County Foundation, participating in quarterly meetings focused on investment results and goals. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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