Angela Johnson has been Shareholder/Secretary and Treasurer of Treasure Coast Financial Planning since January 2023, is not listed as a control person, but directly owns between 10% and 25% of the firm. Angela Johnson holds a Bachelors of Fine Arts from Ringling College of Art and Design.
Treasure Coast Financial Planning, Inc. is a Vero Beach, FL firm with $241M under management, 251 clients and 5 advisers in one office, as of its March 2026 filing.
Angela D. Johnson is marketing coordinator of Treasure Coast Financial Planning, based in Vero Beach, Florida. During the year she organizes advertisements, sponsorships and community involvement events.
- – present · under a yearVero Beach, FL · Adviser representative · Firm CRD 166684
Investment adviser representative registrations
Angela Johnson is registered as an investment adviser representative in 2 states. The first approvals date from November 2025; the most recent is Florida, in December 2025.
- FloridaSince 3 December 2025
- TexasSince 17 November 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 November 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Angela Dawn Johnson
- CRD
- 7481206
- Firm
- Treasure Coast Financial Planning · CRD 166684
- Role
- Shareholder/Secretary and Treasurer
- Office
- 545 BEACHLAND BLVD, Vero Beach, FL 32963
- Registration
- Investment adviser registration
- In the industry since
- November 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- theplanningco.com
Where does Angela Johnson work?
Angela Johnson has been Shareholder/Secretary and Treasurer of Treasure Coast Financial Planning, Inc. since January 2023.
Is Angela Johnson a financial advisor?
Yes. Angela Johnson has a current investment-adviser registration in Florida and Texas, through Treasure Coast Financial Planning since November 2025.
How many years of experience does Angela Johnson have?
Angela Johnson has 0 years in the financial industry, since November 2025, across 1 adviser firm.
What exams has Angela Johnson passed?
Angela Johnson passed the Series 65 in November 2025.
Where is Angela Johnson based?
Angela Johnson’s registered office is in Vero Beach, FL.
Is Angela Johnson registered with FINRA?
No. Angela Johnson has no current broker registration.
How can I verify Angela Johnson’s record?
Search CRD 7481206 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Angela Johnson’s full registration record.
