LPL Financial
46yrs
Top advisor by experience in Kalispell
18yrs
Mark Johnson has worked in the financial industry for 18 years and is a fiduciary financial advisor based in Kalispell, Montana. Mark has been with Stifel, Nicolaus & Company since 2015; before that, Mark spent seven years at Merrill. Stifel, Nicolaus & Company offers financial planning, investment management, and private fund management and is paid through a percentage of assets, flat fees, and commissions.
One of 74 advisors with offices in Kalispell, and one of 69 fiduciaries.
At a glance
Experience18 years (since 2009)
How that compares ?More experience than 62% of advisors in Kalispell
Office1830 3rd Avenue East Suite 101, Kalispell, MT 59901
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$773,556
Advisors at the firm3,351
States licensed ?1 state
Services through Stifel, Nicolaus & Company
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2015 – nowStifel, Nicolaus & Company, IncorporatedCurrent firm
- 2009 – 2015MerrillPreviously
Contact Mark
Local office(406) 755-9400Ask for Mark. (314) 342-2000Main office · St. Louis, MO 1830 3rd Avenue East Suite 101Kalispell, MT 59901Office · Get directions
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Questions to ask Mark
Tailored to Mark’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Mark
How do I contact Mark?
Call Mark’s local office at (406) 755-9400 or the Stifel, Nicolaus & Company main office at (314) 342-2000, and ask for Mark Johnson.
How long has Mark been a financial advisor?
Mark has been in the industry since 2009, about 18 years. More experience than 62% of advisors in Kalispell.
What licenses does Mark hold?
Series 66. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Stifel, Nicolaus & Company reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Mark for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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