Kristin Johnson


Kristin Johnson
Financial Planner
Kristin.Johnson@lpl.com
727.215.5905

PROFESSIONAL LICENSES:
• Series 7 registration held with LPL Financial
• Series 66 registration held with LPL Financial and IHT Wealth Management
• Florida Life, Health and Variable Annuity insurance licenses
• Over 20 years of industry experience

EDUCATION:
• Bachelor’s Degree in Finance, Florida State University, Tallahassee, FL
• Bachelor’s Degree in Multinational Business, Florida State University, Tallahassee, FL

AREAS OF FOCUS
• Retirement Planning
• Florida Retirement System (FRS) and benefits
• DROP and Investment Plan estimates and analysis
• Comprehensive financial planning and budgeting
• 401k Plan distribution options
• Portfolio review and risk analysis
• IRAs, ROTH IRS’s, 403(b)’s and 457(b)’s
• Education planning, 529 Plans, UTMA’s
• Estate planning review and recommendations

ONGOING ACTIVE MONEY MANAGEMENT
• Mutual Funds
• Stocks, bonds and ETF’s
• Investment Advisory services offered through IHT Wealth Management

INVESTMENT AND INSURANCE SERVICES
• Mutual funds, stocks and bonds
• Annuities – fixed and variable
• Life insurance and long-term care insurance
• IRAs, ROTH IRA’s, 401k’s, 403(b)’s and 457(b)’s
• Medicare supplement plans and Advantage Plans

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

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