John Johnson
John Johnson is a registered investment advisor at Osaic Institutions, INC., based in Muskogee, OK, with 25 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning. Their firm serves 7,211 clients with $4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for customized advisory services are based on the value of your portfolio and are negotiable. The maximum advisory fee is 2.50%. You may pay monthly or quarterly account fees, either in advance or after the service is provided. These fees are directly deducted from your account. If you invest in mutual funds or ETFs, you'll pay advisory fees to both the fund manager and Osaic Institutions. If the custom advisory services apply to annuities for which the advisor receives trail compensation, such trail fees generally will be used to offset the advisory fee.
Location
135 N. Anthony Rd, Muskogee, OK, 74403
Get directionsHistory
Regulatory History (3)
Customer Dispute
December 2014Customer Dispute
November 2001Customer Dispute
June 2000Other Business Activities
John is the Secretary on the Board of the Gospel Rescue Mission, a Christian shelter for the homeless. This activity requires minimal time.
Employment History
Current Registrations
Osaic Institutions, INC.
Osaic Institutions, INC.Broker
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
UBS Painewebber INC.Broker
Edward JonesBroker
State Registrations4 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.