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George Wesley Johnson III

Investment Adviser Representative at Discipline Wealth Solutions, Inc.

Troy, MICRD #4503530Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
22 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

George Wesley Johnson III is an investment adviser representative with Discipline Wealth Solutions, Inc. in Troy, MI, where they have been registered since 2024. They have worked in the securities industry since 2004 and have been registered with 4 firms, including CPR Investments Inc and LPL Financial LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 7 (general securities representative). They are registered to provide investment advice in Michigan.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Michigan

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 7/23/2015
Series 66
Uniform Combined State Law Examination
Passed 3/21/2002
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 3/12/2002

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Discipline Wealth Solutions, Inc.Current
10/24/2024 – Troy, MI
CPR Investments Inc
7/8/2021 – 10/24/2024Rochester, MI
LPL Financial LLC
7/27/2015 – 12/9/2020Chesterfield, MI
American Express Financial Advisors, Inc.
3/28/2002 – 10/31/2003Midvale, UT

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. LPL Financial, LLC
    May 2013 – Dec 2020Chesterfield, MI
  2. Michigan Schools & Government CU
    May 2013 – Dec 2020Chesterfield, MI
  3. CPR Financial Group LLC
    Jul 2021 – Oct 2024Rochester, MI
  4. CPR Investments Inc
    Jul 2021 – Oct 2024Rochester, MI
  5. Willenbrecht Legal Services, LLC
    Jun 2018 – Apr 2020Chesterfield, MI
  6. LPL Financial, LLC
    Jul 2015 – Dec 2020Chesterfield, MI
  7. Discipline Wealth Solutions, Inc.
    Oct 2024 – no end date reportedGreenville, SC
  8. George W. Johnson Financial Advisors
    Oct 2007 – no end date reportedLake Orion, MI

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Discipline Wealth Solutions, Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm's annual rate schedule by assets
  • First $250,0001.65%
  • Next $250,0001.55%
  • Next $500,0001.50%
  • Next $1,000,0001.40%

+2 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable Organizations

Firm assets under management

$500M–$1B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
18
Offices listed on AdvisorFinder:
9
Main office:
Greenville, SC
SEC file number:
801-122049

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 10, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. George Wesley Johnson III has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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George Wesley Johnson III (Discipline Wealth Solutions)