Steven Johnson is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Green Bay, WI, with 41 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
2261 Fox Heights Lane, Green Bay, WI, 54304
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven is involved in several outside business activities, including refereeing football games, coaching baseball, and serving as an officer for youth baseball organizations. He also works as a tax accountant and is a partner in a real estate holding company; the tax work takes more than full-time hours.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Sii Investments, INC.
Sii Investments, INC.Broker
Harbour Investments, INC.Broker
Secura Investments, INC.Broker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.