Katie Johnson

Katie Johnson, CFP®

Vice President,
Financial Advisor

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Katie Johnson is a wealth management financial advisor based in Minnetonka, MN.

Katie joined CAPTRUST in 2023 from QA Wealth Management and she serves as a vice president and financial advisor. She helps clients with comprehensive financial planning, investments, cash flow modeling, estate planning, and more. Prior to joining the firm, she was a Senior Advisor at Moneta Group.

Katie holds both a Bachelor of Arts degree in communications and political science and a Juris Doctorate degree from St. Louis University. She also holds the designation of CERTIFIED FINANCIAL PLANNER (CFP®). When she’s not at the office, Katie enjoys traveling, tennis, golf, watching her two sons play sports, and reading.

Education

Bachelor of Arts degree in communications and political science and Juris Doctorate degree from St. Louis University

Industry Designations

CERTIFIED FINANCIAL PLANNER™

Industry Involvement

Member, Missouri Bar Association

Memberships

Board Member, National Share Pregnancy and Infant Loss
Board Member, Lafayette Country Club
Board Member, St. Bartholomew School Advisory Council
Member, Interfaith Outreach Women’s Group

Minnetonka, MN

10650 Red Circle Drive #303
Minnetonka, MN 55343

866.767.8007

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Four Steps to Take Now to Retire Well (Webinar Recording)

Ideally, your retirement will be a period of financial security and independence. But for many, it can be a time of financial uncertainty instead. Planning can help increase your confidence by putting the right pieces in place to help you protect what you’ve built.

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