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Cole W

Series 66

Grand Forks, ND

Johnson Wealth Management, LLC

Cole Wigestrand is a financial advisor at Johnson Wealth Management, LLC with one year of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial LLC and Cetera Investment Advisors LLC. Johnson Wealth Management is a fee-only financial planning and investment management firm serving individuals, retirement plans, trusts, estates, charitable organizations, and business clients. The firm follows a disciplined investment approach based on Modern Portfolio Theory, emphasizing low-cost, passively managed index funds and ETFs with global diversification and periodic rebalancing.

General retirement planning Tax strategies for small businesses Wealth management Passive / index investing
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Derrick J

CFP®, Series 63, Series 65

Grand Forks, ND

Johnson Wealth Management, LLC

Derrick Johnson is a CFP® with 25 years of experience and has been with Johnson Wealth Management, LLC since 2002. Based in Grand Forks, ND, he holds Series 63 and Series 65 licenses. Outside of financial advising, he is involved in real estate development through two local companies. Johnson Wealth Management is a fee-only firm serving individuals, retirement plans, trusts, estates, charitable organizations, and business clients. The firm employs a Modern Portfolio Theory-based investment approach using low-cost, passively managed index funds and ETFs, with discretionary management and oversight of named subadvisors.

General retirement planning Tax strategies for small businesses Wealth management Passive / index investing
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James M

CFP®, ChFC®, Series 65

Grand Forks, ND

Johnson Wealth Management, LLC

James Mortenson is a CFP® and ChFC® professional with six years of industry experience. He currently works at Johnson Wealth Management, LLC and previously held roles at CWM, LLC and in academia at Creighton University and Minnesota State University of Moorhead. Johnson Wealth Management is a fee-only firm serving individuals, retirement plans, trusts, estates, charitable organizations, and business clients. The firm follows a Modern Portfolio Theory-based investment approach, emphasizing low-cost, passively managed index funds and ETFs with global diversification and periodic rebalancing.

General retirement planning Tax strategies for small businesses Wealth management Passive / index investing
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