Bob Johnson, CFP, CLU, ChFC

Vice President and Partner

North Dakota Office
419 Riverwood Drive, Suite 102
Bismarck, ND  58504


To stay on top of my field and develop my professional skills since beginning my career in 1987, I’ve regularly attended industry training and certification programs. This includes completing the curriculum and passing the exams for the: 

  • Chartered Life Underwriter (CLU) professional designation of The American College
  • Chartered Financial Consultant (ChFC) professional designation of The American College
  • NASD Securities Registration: Series 6, Series 7, Series 24, Series 26, Series 53, Series 63 and Series 65.

My academic achievements include:

 A Bachelors of Science Degree in Management from Minnesota State University-Moorhead

My education, experience and professional affiliations have fostered my practical approach to offering financial products and planning services to my clients. Rather than just recommending a combination of unrelated products, first I’ll consider your specific financial goals and investment objectives. Working together, we’ll formulate a strategy to help you address your goals. Then, if it is suitable, I can recommend the appropriate products and services to help you execute your strategy.

Maintaining a strong sense of community and a solid professional foundation are very important to me. My community activities and professional affiliations include:

  • Board member of Faith Lutheran Church
  • Member of the Bismarck Chamber Of Commerce

My wife Carolynn and have two children and live in Bismarck, ND.

Thanks for visiting.

CFP®, CERTIFIED FINANCIAL PLANNER™ professional (CFP®) ,and CFP (with flame logo)®are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements. 

Phone 701-223-9084 ext. 19
Mobile Phone 701-226-3193