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Miguel J
CFP®, Series 63, Series 65
Bozeman, MT
Modern Wealth Management, LLC
Miguel Johnson is a CFP®-certified financial advisor with four years of industry experience. He is currently with Modern Wealth Management, LLC and has previously worked at firms including Empower Financial Services, Personal Capital Advisors Corporation, and Fidelity Investments. His background also includes roles outside finance, such as working at Noosa Yoghurt and Colorado State University. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm provides discretionary and non-discretionary investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, with investment decisions guided by a centralized committee and a range of portfolio management tools.
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