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Advisors / Iowa / Cedar Falls
47yrs

Phillip Johnson

Financial advisor at Ameriprise Financial Services

Phillip Johnson is a fiduciary financial advisor in Cedar Falls, Iowa, with 47 years in the industry. Phillip joined Ameriprise Financial Services in 2017, after five years at Woodbury Financial Services and six years at Voya Financial Advisors. Ameriprise Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.

One of 77 advisors with offices in Cedar Falls, and one of 65 fiduciaries.

Cedar Falls, IA 50613Top advisor by experience in Cedar FallsFiduciary advisor

At a glance

Experience47 years (since 1979)
How that compares ?Top advisor by experience in Cedar Falls
Office114 W 4th St, Cedar Falls, IA 50613
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?2 states

Services through Ameriprise Financial Services

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther 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 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2017 – now
  2. 2011 – 2017
    Woodbury Financial Services, Inc.Previously
  3. 2006 – 2011
  4. 2003 – 2006

Questions to ask Phillip

Tailored to Phillip’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Phillip

How do I contact Phillip?

Call Ameriprise Financial Services at (612) 671-3131 and ask for Phillip Johnson. Phillip works from the Cedar Falls, IA office.

How long has Phillip been a financial advisor?

Phillip has been in the industry since 1979, about 47 years. Top advisor by experience in Cedar Falls.

What licenses does Phillip hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Phillip a fiduciary?

Phillip is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Phillip paid?

Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Phillip 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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