Dbie Johnson is a registered investment advisor at Osaic Wealth, INC., based in Deerfield, IL, with 35 years of industry experience. Dbie 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
Three Parkway North, Suite 500, Deerfield, IL, 60015-2567
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Dbie works for Alera Group as outside/W-2 employment, dedicating about a third of their time. Dbie is also an Investment Advisor Representative (IAR) with BCG 401K Advisors, working nearly full-time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Alera Investment Advisors, LLC
Previous Registrations
LPL Financial LLCBroker
Alera Investment Advisors, LLC
Global Retirement Partners LLC
LPL Financial LLCBroker
Ameritas Advisory Services
Ameritas Investment Company, LLCBroker
Stancorp Investment Advisers, INC.
Stancorp Equities, INC.Broker
Fourth Street Financial Advisors INC
Fourth Street Financial Group, INC.Broker
Aetna Financial Services, INC.Broker
Ing Financial Advisers, LLCBroker
Fidelity Investments Institutional Services Company, INC.Broker
Fidelity Brokerage Services, INC.Broker
State Registrations2 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.