Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
2 years
Location
Lansing, IA 52151
Raymond James Financial
Institution
Quincy Johnson is a financial advisor at Raymond James Financial with a Series 66 credential and two years of industry experience. Before joining Raymond James, he worked at Thrivent Financial and has experience in healthcare administration with Mayo Clinic and Crossing Rivers Health. Outside of finance, he is an owner and operator of several businesses in New Albin, Iowa, including Johnson's Gas N Go and Pump House LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and supports municipal and public-finance work through its unique affiliations.
Based on Raymond James Financial
Based on Raymond James Financial
Fixed (flat) dollar fees for planning services offered.
Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.
Hourly fees for planning and/or investment consultation services generally up to $400 per hour.
Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.
Lansing, IA
224 Main Street
Lansing IA 52151
Advisors at this office
1
Iowa · Wisconsin
2 years of industry experience
Raymond James Financial Services, Inc.
2025 - Present • 1 year
Lansing, IA
Raymond James Financial Services Advisors, Inc.
2025 - Present • 1 year
Lansing, IA
Thrivent Financial
2024 - 2025 • 1 year
Appleton, WI
Thrivent Investment Management Inc
2024 - 2025 • 1 year
Onalaska, WI
Johnson's Gas N Go
2021 - Present • 5 years
New Albin, IA
Mayo Clinic
2019 - 2021 • 2 years
Lacrosse, WI
Crossing Rivers Health
2018 - 2019 • 1 year
Prairie Du Chein, WI
Mayo Clinic
2015 - 2018 • 3 years
Rochester, MN
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 66
Waukon, IA
Edward Jones
Michael Alexander is a Series 66 licensed financial advisor with Edward Jones, where he has worked since 2008. He has 18 years of industry experience. Outside of his advisory role, he owns and operates E&M Farm LLC and NEI Tractors, a business focused on buying, selling, and shipping antique tractors internationally. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of about 23,701 advisors and offers a range of advisory programs and investment solutions.
Series 66
Waukon, IA
Edward Jones
Cathy Buhl is a Series 66 licensed financial advisor with Edward Jones, based in Waukon, Iowa, and has two years of industry experience. Her prior work includes roles at Kerndt Brothers Savings Bank and Zion United Church of Christ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.
Series 63, Series 65
Waukon, IA
OSAIC
Nicholas Wilz is a financial advisor at OSAIC with nine years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Lincoln Investment, FBL Marketing Services, Farm Bureau Financial Services, and Peoples State Bank. Outside of his advisory role, he is owner and president of The Nicholas Wilz & Associates Inc., an entity used for tax and accounting purposes, and is involved in life and health insurance sales as an agent. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charities. The firm provides integrated brokerage and advisory services, offering a range of investment products and portfolio management options supported by proprietary tools and third-party platforms.
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