Wayne Johnson (AEP®, CAP, CFP®, MBA)

Wayne Johnson focuses in the
following client markets or areas of practice:

  • Business Owners
  • Charitable Giving
  • Corporate Executives
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management

Planning Specialties

Wayne Johnson is a Fee-Only Certified Financial Planner (CFP®) practitioner and Accredited Estate Planner (AEP®) who helps families and individuals develop effective and clear financial plans that serve the things that are important in their lives for the past nine years. Most recently, Wayne completed the Heritage Planning program from The Heritage Institute and has earned the Certified Heritage Professional (CHP) designation.

 

Wayne is a graduate of Iowa State University with a bachelor's degree in Industrial Engineering and a Masters in Business Administration. He came to Syverson Strege with over five years of experience as a financial adviser following 15 years of service in Fortune 500 companies in a variety of engineering, project and procurement positions.

 

Wayne lives in Johnston, Iowa with his wife, Sandy. They have two adult children. Wayne's email address is wjohnson@onlyworkforyou.com

NAPFA Start Date

July 22, 2009

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

4125 Westown Pkwy Ste 104 West Des Moines, IA 50266-5928 Phone: (515) 225-6000 Fax: (515) 225-6888