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Van M Johnson

Advisor at Cetera — Alva, OK

Updated today

Credentials

Series 66

Experience

8 years

Location

Alva, OK 73717

Cetera logo

Cetera

Institution

Total advisors

10,171

Across 5,095 offices

Clients per advisor

79 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Van Johnson is a Series 66-licensed financial advisor with Cetera, based in Alva, Oklahoma, and has eight years of industry experience. He has held ownership roles in several related businesses including Summit Wealth Strategies, LLC, where he provides tax preparation and planning services. Johnson serves as a board member of the Alva Goldbug Education Foundation, which supports scholarships and grants for local schools, and is treasurer of the Alva Rotary Club. Cetera Investment Advisers LLC distributes services through a nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets across more than 10,000 advisors.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Alva, OK

411 College Avenue

Alva OK 73717

Advisors at this office

1

Most active in

Oklahoma

Work history

8 years of industry experience

Cetera Wealth Services, LLC

2025 - Present • 1 year

Alva, OK

Cetera

2025 - Present • 1 year

Schaumburg, IL

Alva Rotary Club

2024 - Present • 2 years

Alva, OK

Fixed Index Annuity

2024 - Present • 2 years

Alva, OK

Summit Wealth Management

2020 - Present • 6 years

Alva, OK

Summit Wealth Strategies, LLC

2019 - Present • 7 years

Alva, OK

Summit Real Estate Holdings, LLC

2019 - Present • 7 years

Balko, OK

Avantax Insurance Agency LLC

2018 - 2025 • 7 years

Alva, OK

Avantax Insurance Agency and/or Avantax Insurance Services

2018 - 2025 • 7 years

Coppell, TX

Avantax Investment Services, Inc.

2018 - 2025 • 7 years

Alva, OK

ENJ Financial LLC

2016 - 2019 • 3 years

Alva, OK

Alva Gold & Country Club

2016 - Present • 10 years

Alva, OK

Disclosures

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

Business activities & affiliations

Heath S

Series 66

Alva, OK

Edward Jones

Heath Shelite is a financial advisor with Edward Jones in Alva, Oklahoma, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he worked at BancCentral N.A. and Noble Drilling Services Inc. He is co-owner of Gamik, LLC, a partnership that owns his shared office space with another financial advisor. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Retirement income strategy General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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Michael H

Series 63, Series 66

Alva, OK

Thrivent Investment Management

Michael Horntvedt is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he is the owner of a Black Angus cattle ranch, a cow/calf operation run jointly with his wife. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across various topics and allows clients to combine planning with managed-account programs while keeping those services separate.

Business ownership considerations

Cale L

Series 66

Alva, OK

Edward Jones

Cale Leeper is a financial advisor with Edward Jones in Alva, OK, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2014 and also operates Leeper Farms, an agricultural business active since 2002. Leeper serves as a board member of the Woods County Economic Development Committee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated investment products. The firm is notable for its extensive retail advisor network, affiliated trust and mutual fund services, and a fiduciary standard in its advisory operations.

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

Grant W

Series 66

Alva, OK

Edward Jones

Grant Wilber is a financial advisor at Edward Jones in Alva, Oklahoma, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he operated Wilber Genetics, a livestock business focused on swine, and worked at Great Plains National Bank. Grant also has a background in education. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs. The firm manages approximately $1.01 trillion in assets and offers various discretionary and non-discretionary strategies, alongside affiliated mutual funds and other financial services.

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