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Kelly D. Johnson
Kelly D. Johnson
Financial Planning Specialist
Financial Advisor
2126 North Perryville Road
Rockford, IL 61107
tel: 815-639-4116
toll free: 800-888-9735
fax: 815-639-4111
Email Me
Welcome Education Services Associations Honors Experience
Welcome

My practice is built on the foundation of seeking to do what is best for my valued clients.

I help a select group of individuals, families and business owners nurture, protect, and simplify their financial lives by promoting a mutually rewarding, long-term relationship experience that is based on the shared principles of trust, planning and communication.

My client-centered practice is focused on one thing - helping you strive to accomplish more of those things that are most important to you, your family, and your business.
Education and Licensing
  • Wealth Management Specialist Designation
  • Financial Planning Specialist Designation
  • Series 7 - General Securities Representative
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam
  • BBA - Business Management
    Evangel University
  • Life, Health, Accident & Variable Annuities Insurance Licensed - 2003
Services
  • Wealth Management
  • Retirement Planning
  • Financial Planning
  • Asset Management
  • Municipal Bonds
  • Fixed Income
  • Cash Management
  • Lending Services
  • Business Planning
  • Qualified Plans
  • Alternative Investments
  • Long Term Care Insurance
  • Education Planning
Associations
  • Rock River Valley Rotary Club
    Vice President 2008-2009
    Byron, IL
  • Pinecrest Community
    Board Member 2008-Present
    Mt. Morris, IL
  • Rockford Chamber of Commerce
    Member since 2005
    Rockford, IL
  • Byron Area Chamber of Commerce
    Member since 2003
    Byron, IL
  • Rock River Valley Girl Scouts Council
    Board Nominating Committee 2005-Present
    Rockford, IL
  • Rockford Park District Foundation
    2008 Beach Ball Event Co-Chair
    Rockford, IL
Honors and Recognitions
  • Ogle County Life Newspapers
    Feature Writer, 2003 - Present
  • Rockford Chamber Voice
    Feature Writer, 2007 - Present
Business Experience
  • 2005 - Present: Morgan Stanley Smith Barney*
    Financial Planning Specialist
    Financial Advisor
    Rockford, IL
  • 2003 - 2005: Raymond James & Associates, Inc.
    Financial Advisor
    Wealth Management Specialist
    Oregon, IL
  • 2001 - 2003: Stillman BancCorp NA
    Vice President
    Chief Operating Officer
    Oregon, IL
  • Experienced in the Financial Services Industry since 1985
Bulletin Board
  • Join us for a Morgan Stanley Smith Barney Client Conference Call on Thursday, July 14th at 4:00 pm ET. CIO Jeff Applegate will host Dr. Richard Marston, the well-known Wharton professor. Topics will include the recent stock market rally, the inflation threat and retirement goals. Dial-in: 866-672-3366. Passcode: 17979136. For additional details see brochures.
  • Reevaluate your investment strategy. For a free consultation, click on Request Appointment or call me.
  • The highest compliment I can receive is the referral of your friends, family and business associates. One way to share this information is by clicking on E-mail This Site to a Friend.
Kelly D. Johnson is licensed in the following state(s): CA, CO, FL, GA, HI, IL, KY, MI, MN, NC, NY, PA, TX, WI
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
FEATURED REPORTS

On the Markets (pdf)

How to Survive a Layoff (pdf)
SEMINARS AND EVENTS
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