Chris Johansson focuses on serving his clients needs through goal-setting, which has allowed him to grow his practice steadily over the past several years.  Chris focuses on retirement strategies, including 401(k) and IRA accounts, and insurance protection for his clients.  He also stresses the protection of assets through the use of risk management and life and long term care insurance.  In addition, Chris provides tax preparation and tax consultation to his clients.

 

Prior to joining Annex, Chris held a similar position with CUNA Mutual at Members First Community Credit Union in Marshalltown, Iowa.  As an independent representative, he provides objective, unbiased recommendations to his clients through Annex Wealth Management ®, LLC.

 

Chris holds a Bachelors of Science Degree in Business Administration from the University of Wisconsin-Platteville-1987 and a Bachelors of Arts Degree in Accounting from Lakeland College-2009.  Chris has passed FINRA exams Investment Company and Variable Products Representative (Series 6) and Uniform Securities Agent State Law (Series 63).  He also holds life and health agent licenses. Chris is registered in Wisconsin, Illinois and Iowa.