Investment adviser representative · 361 Financial Planning, Inc.
Martin C. Johnson
CRD 2496863 · Walnut Creek, CA
At a glance
Martin C. Johnson is an investment adviser representative with 361 Financial Planning, Inc. in Walnut Creek, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Martin’s SEC record dates to 2011, about 15 years ago.
Current advisory firm
- 361 Financial Planning, Inc.Since July 2017Walnut Creek, CA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2011 (15 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Martin’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.