Meet the Investment Team Joe Johnstun, RICP®
Wealth Advisor
Joe Johnstun is a wealth advisor serving the south valley area. He has been with Mountain America Investment Services since 2009.
During his time at Mountain America Investment Services, he has established many enduring relationships with his clients, which has created mutual trust and respect. He finds great satisfaction in knowing what he does not only makes a difference in his own life, but in the lives of others.
Joe’s certifications include Series 6, Series 7, Series 63 and Series 66 securities licenses held through LPL Financial, as well as Utah life and health insurance licenses and the RICP designation.
During his free time, Joe enjoys playing golf and pickleball. Joe lives in Lehi with his wife and three children.
Branches served
Draper: State StreetSandy: 9400 South
Sandy: 10600 South
South Jordan: 753 West South Jordan Parkway
CONDUCT BACKGROUND CHECK
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed |
| Not Credit Union Deposits or Obligations | May Lose Value |
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financial U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
Mountain America Credit Union (“Mountain America”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Mountain America for these referrals. This creates an incentive for Mountain America to make these referrals, resulting in a conflict of interest. Mountain America is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.
LPL Financial Form CRS.
