Van Johnson
Advisor at Cetera
Updated today
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.
Location
Alva, OK 73717
Credentials
Series 66
Industry experience
7 years
About
Van Johnson is a financial advisor with Cetera who holds the Series 66 designation and has seven years of industry experience. He has worked at several firms including Avantax Insurance Agency and Summit Wealth Management. Johnson serves as Treasurer of the Alva Rotary Club and is a board member of the Alva Goldbug Education Foundation, which supports scholarships and grants for local schools. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary services, utilizing a range of advisor-managed accounts, model portfolios, and third-party managed solutions.
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)
Charitable giving & philanthropy
Fee options
Flat fees for financial planning and consulting negotiated with client
$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)
Hourly consulting and financial planning rates negotiated with client
Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case
Location
411 College Avenue
Alva, OK 73717
Most active in
Van J has reported serving >5 clients in these states in the last 12 months.
Oklahoma
Work history
Cetera Wealth Services, LLC
2025 - Present (1 year)
Cetera
2025 - Present (1 year)
Alva Rotary Club
2024 - Present (2 years)
Fixed Index Annuity
2024 - Present (2 years)
Summit Wealth Management
2020 - Present (6 years)
Summit Wealth Strategies, LLC
2019 - Present (7 years)
Summit Real Estate Holdings, LLC
2019 - Present (7 years)
Avantax Insurance Agency LLC
2018 - 2025 (7 years)
Avantax Insurance Agency and/or Avantax Insurance Services
2018 - 2025 (7 years)
Avantax Investment Services, Inc.
2018 - 2025 (7 years)
ENJ Financial LLC
2016 - 2019 (3 years)
Alva Gold & Country Club
2016 - Present (10 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Trust company
They provide trust and estate administration services, typically for separate fees.
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:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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