Richard Topf
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Charitable giving & philanthropy
Retirement income strategy
General retirement planning
ESG / Sustainable investing
Wealth management
Work history
Edward Jones
2008 - Present (18 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Gary S
Series 66
Lindenhurst, IL
Edward Jones
Grant S
Series 66
Lake Geneva, WI
Edward Jones
Kira C
Series 63, Series 66
Antioch, IL
Edward Jones
Michael P
Series 66
Burlington, WI
Edward Jones
Johnny J
Series 63, Series 66
Lake Villa, IL
Fidelity
Johnny Johnson Jr. is an Investment Consultant currently working at Fidelity Investments since 2022. He has previously held roles as a Financial Advisor at Thrivent Financial Services from 2020 to 2021, an Insurance Producer at THG Financial Strategies, LLC from 2018 to 2020, and a Personal Banker at JP Morgan Chase from 2003 to 2014. His professional experience spans financial consulting, advising, insurance, and banking. Johnny partners with individuals and families to develop personalized financial strategies tailored to their values and long-term goals. He emphasizes listening, clear communication, and building lasting relationships to assist clients in retirement planning, wealth building, and navigating financial changes. Outside of his financial career, Johnny is a former NFL and college athlete. His personal interests include fishing, football, and golf.
Macklin L
Series 66
Fox Lake, IL
Edward Jones
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