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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 Associations Education Honors Services Experience
Welcome

My practice helps select individuals, families, and small business owners manage, preserve, and transfer their wealth.

We are committed to helping our valued clients strive to accomplish more of those things that are most important to them.

A decidedly different experience awaits you here.  To learn more, please visit the "My Practice" link on my homepage.
Associations
  • Rock River Valley Rotary Club
    President 2009-2010, Charter Member
    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
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
Honors and Recognitions
  • Ogle County Life Newspapers
    Feature Writer, 2003 - Present
  • Rockford Chamber Voice
    Feature Writer, 2007 - Present
  • The President's Volunteer Service Award - 2006, 2007, 2008, 2009
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
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
  • A change in employers can be an ideal time to decide what you want to do with your accumulated retirement funds. Whether it’s rolling over to an IRA or leaving the funds in your former employer’s 401(k) plan, we can help you make informed decisions. We know your wealth needs to work hard for you.
  • To learn more about available wealth management services, see My Practice.
  • Reevaluate your investment strategy. For a free consultation, click on Request Appointment or call me.
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

Roth IRA Conversion Opportunity - A New Retirement Plan Strategy Beginning in 2010 (pdf)

2009 Year-End Tax Planning Checklist (pdf)

How You Can Survive a Layoff (pdf)
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