Luke Johnson
Boreal Advisors · New Brighton, Minnesota
Luke Johnson is a fee-only financial advisor at Boreal Advisors in New Brighton, Minnesota, who holds the CFP credential. Luke focuses on small business owners and founders (pre-exit). Boreal Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
Facts
| Firm | Boreal Advisors |
|---|---|
| Based in | New Brighton, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $60.0M across 261 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MN, TX · CRD 5550751 |
| Exams passed | Series 63 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.borealadvisors.com |
| Profile |
How Luke's firm compares
- Boreal Advisors's average account is about $230,000, from its Form ADV (assets managed divided by 261 accounts).
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Questions about Luke
Is Luke Johnson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Luke holds no broker registration, and Boreal Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Luke charge for financial advice?
Luke's firm, Boreal Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Luke Johnson based?
Luke Johnson is based in New Brighton, Minnesota.
What does Luke specialize in?
Luke's specialties include small business owners and founders (pre-exit). Luke works with founders.
What credentials does Luke Johnson hold?
Luke Johnson holds the CFP credential.
Is Luke Johnson registered with the SEC?
Yes. Luke Johnson is registered as an investment adviser representative in MN and TX (CRD 5550751), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Boreal Advisors manage?
Boreal Advisors reports $60.0M across 261 accounts in assets under management.
How do I contact Luke Johnson?
Through Luke's website, www.borealadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Boreal Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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