EP Wealth Advisors
47yrs
Top advisor by experience in Palatine
3yrs
Ryan Johnson
Financial advisor at CWM
Based in Palatine, Illinois, Ryan Johnson is a fiduciary financial advisor with 3 years of industry experience. Ryan has been with CWM since 2023. CWM offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 82 advisors with offices in Palatine, and one of 72 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office220 N Smith St Suite 406, Palatine, IL 60067
FirmCWM
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$875,860
Advisors at the firm620
States licensed ?1 state
Services through CWM
Financial planningInvestment management for individuals and small businessesChoosing other investment managersOther services
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 65Uniform Investment Adviser Law Examination
Career
- 2023 – nowCWM, LLCCurrent firm
Contact Ryan
(402) 330-0808Firm headquarters in Omaha, NE. Ask for Ryan. 220 N Smith St Suite 406Palatine, IL 60067Office · Get directions
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Questions to ask Ryan
Tailored to Ryan’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 Ryan
How do I contact Ryan?
Call CWM at (402) 330-0808 and ask for Ryan Johnson. Ryan works from the Palatine, IL office.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Ryan hold?
Series 65. Tap any license on this page to see what it allows.
Is Ryan a fiduciary?
Ryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ryan paid?
CWM reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Ryan 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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