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Mack D Johnson

Advisor at Robert Baird & Co. — Danville, KY

Updated today

Credentials

Series 66

Experience

6 years

Location

Danville, KY 40422

Robert Baird & Co. logo

Robert Baird & Co.

Institution

Total advisors

2,644

Across 301 offices

Clients per advisor

89 Typical

Avg AUM per client

$713,008 Very High

HNW client ratio

35% Very High

About

Mack Johnson is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and five years of industry experience. He has been with Baird since 2020 and previously worked at National Veterinary Associates from 2016 to 2020. Outside of his advisory role, he serves on the stewardship team at Pleasant View Baptist Church. He is part of the DDK Group within Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The team offers a range of consulting and portfolio services tailored to client goals and risk tolerances, including discretionary management, separately managed accounts, and overlay strategies.

Client services

Based on Robert Baird & Co.

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops See schedule d

Expertise

Based on Robert Baird & Co.

Wealth management Tax-loss harvesting

Occupation focus

Based on Robert Baird & Co.

Retired Founder/Business Owner

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Fee options

Fixed

Flat fees available for specific services or financial plans; negotiated per client agreement.

Percentage

$0 - $10,000,000: Negotiable $10,000,001 - $25,000,000: 0.60% $25,000,001 - $50,000,000: 0.45% $50,000,001 - $75,000,000: 0.30% $75,000,001 - $100,000,000: 0.15% $100,000,001+: Negotiable

Commissions

Brokerage commissions and related fees may apply for securities transactions; separate from advisory fees.

Project-based

Hourly consulting or advisory rates available; details negotiated per client agreement.

Other

Account minimum: $50,000 Minimum fee: Minimum quarterly advisory fee may be assessed; minimum annual advisory fee of $60,000 may apply for DDK Fee-only: Flat or hourly fees available; specific fees negotiated and detailed in client agreements.

Location

See office

Danville, KY

328 West Main Street

Danville KY 40422

Advisors at this office

1

Most active in

Florida · Kentucky · Texas

Work history

6 years of industry experience

Baird

2020 - Present • 6 years

Danville, KY

National Veterinary Associates (NVA)

2016 - 2020 • 4 years

Agoura Hills, CA

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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George P

Series 63, Series 65

Danville, KY

Resurgent Advisors

George Perros is a financial advisor with Resurgent Advisors in Danville, KY, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Encompass Financial Advisors, STIFEL, J.J.B. Hilliard, W.L. Lyons, and Comprehensive Asset Management & Servicing. Outside of finance, he serves as the mayor of Danville, KY, a role he has held since 2015. Resurgent Financial Advisors is a seven-advisor team managing approximately $355 million for individuals, families, high net worth clients, trusts, estates, charitable organizations, corporations, and other entities. The firm emphasizes fundamental analysis and utilizes a range of investment vehicles, including mutual funds, ETFs, sub-advisors, individual securities, REITs, and privately placed alternatives, providing both discretionary and non-discretionary account management.

Retirement income strategy Charitable giving & philanthropy Real estate investing Private / alternative investments
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Tina C

Series 66

Harrodsburg, KY

FWG Investments, LLC

Tina Culp is a financial advisor with FWG Investments, LLC, holding a Series 66 designation and seven years of industry experience. She previously worked at Raymond James Financial Services Advisors, Inc., and has been with Family Wealth Group since 2022. FWG Investments provides advisory services to individuals, trusts, small businesses, pension and profit-sharing plans, offering financial planning and discretionary asset management. The firm uses a goals-based, household-level approach and supports clients through educational seminars and newsletters.

Annuities Income planning Real estate investing Founder/Business Owner Retired
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Rebecca B

Series 65

Danville, KY

Resurgent Advisors

Rebecca Bowling is a Series 65-licensed financial advisor with two years of industry experience. She is currently with Resurgent Advisors and has prior experience at Edward Jones Investments. Outside of financial advising, she is involved with Burkmann Nutrition. Resurgent Financial Advisors is a seven-advisor team managing approximately $355 million for individuals, families, high net worth clients, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers financial planning, investment management, and advisory services guided by fundamental analysis and utilizes mutual funds, ETFs, Sub‑Advisors, individual securities, REITs, and alternative investments.

Retirement income strategy Charitable giving & philanthropy Real estate investing Private / alternative investments
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David M

Series 63, Series 65

Danville, KY

Kingswood Wealth Advisors, LLC

David Morris is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior work includes roles at Transamerica Financial Advisors, Inc. and United Financial Services. In addition to advisory services, he engages in insurance sales, assisting clients with life, disability, long-term care, and Medicare supplement insurance. Kingswood Wealth Advisors serves retail and institutional clients, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm operates an open-architecture platform and integrates insurance-linked account management alongside use of third-party managers and sub-advisors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management Founder/Business Owner Executive
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James G

Series 63

Danville, KY

Benjamin F. Edwards & Company, Inc.

James Garner Jr. is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 designation and 39 years of industry experience. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of finance, he owns Garner Productions, a company focused on audio/video theatrical scriptwriting where he works as a writer, producer, actor, director, and host. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients through over 500 advisors. The firm provides a range of services including advisory programs, financial planning, investment management, and brokerage services, utilizing both proprietary strategies and third-party models.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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Natalie B

Series 66

Danville, KY

PNC Wealth Management

Natalie Burkhead is a financial advisor at PNC Wealth Management with two years of industry experience. She holds the Series 66 designation and has worked with PNC Investments LLC since 2022, following an 11-year tenure at PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available via invitation to PNC Bank employees. The firm uses algorithmic tools to guide investment strategy and employs third-party managers for portfolio implementation and proxy voting.

Passive / index investing Active portfolio management Wealth management Executive
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