Ronald Johnson
Ronald Johnson is a registered investment advisor at Osaic Wealth, INC., based in Englewood, CO, with 28 years of industry experience. Ronald 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
88 Inverness Circle East, Suite H-101, Englewood, CO, 80112
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ronald is a published author and owner of American Legacy Partners and American Legacy Partners, Inc., focusing on marketing non-securities, dedicating a few hours per week to these activities. He also works full-time as a registered representative for ClearView Financial, LLC, selling various lines of insurance.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Advisory Services, LLC
Previous Registrations
Triad Advisors LLCBroker
Parkland Securities, LLCBroker
Spc
Spc
Parkland Securities, LLCBroker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Washington Square Securities, INC.Broker
1717 Capital Management CompanyBroker
Ascend Financial Services, INC.Broker
State Registrations3 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.