Marlin Johnson, CPA
Wealth Care Coordinator
Location: Lexington, NE
Position
- Licensed as a Certified Public Accountant (CPA) with Contryman Associates, P.C., in the State of Nebraska
- Manager of the Lexington, Nebraska, Office of Contryman Associates, P.C.
- Member Contryman Associates Tax Committee – Responsible for Developing and Maintaining the Firms Tax Policies and Procedures
- Investment Adviser Representative with Contryman Wealth Advisors
- Series 7 and 66 Securities Registrations
- Registered Representative with Cambridge Investment Research, Inc.
- Licensed Agent for Life Insurance, Annuities, and Variable Contracts with Contryman Wealth Advisors in the State of Nebraska
- Member of the Wealth Advisors Network, Inc., Investment Committee – Responsible for Approving Investment Policy and Portfolio Recommendations for our Investment Adviser Representatives
Background/Experience
- Audit Experience with State and Local Governmental Units
- Started with Contryman Associates in 1979
- Estate Planning Experience
- Income Tax Planning and Preparation
- Retirement Planning Experience
Education
- University of Nebraska Kearney, BS
Community Activities
- First United Methodist Church
- Lexington Rotary Club Member, Past President
Memberships
- American Institute of Certified Public Accountants
- Nebraska Society of Certified Public Accountants
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