BJ
BJ

Bradley Johnson

27 Years of Experience
Mankato, MN
BrokerSells Insurance

Bradley Johnson is a registered investment advisor at Commonwealth Financial Network, based in Mankato, MN, with 27 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3079 advisors
Number of Clients
399,450 clients
Average Client Portfolio
$525K average
Assets Under Management
$209.7B

Fee Structure

Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.

Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.

Loading...

Location

304 Belle Ave, Suite 1, Mankato, MN, 56001

Get directions

History

Regulatory History
Clean regulatory record

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

Bradley sells fixed insurance through Oak Branch Financial and is the sole owner of BLM Development, a private entity established to facilitate securities business. He is also the owner and president of Oak Branch Financial, LLC, an entity created as a DBA for his securities business.

Employment History
Current Registrations
Commonwealth Financial Network
January 2014 - Present · 12 yrs 4 mos
Commonwealth Financial NetworkBroker
September 2012 - Present · 13 yrs 8 mos
Previous Registrations
Woodbury Financial Services, INC.Broker
November 2000 - September 2012 · 11 yrs 10 mos
Pruco Securities CorporationBroker
August 1998 - November 2000 · 2 yrs 3 mos
State Registrations4 states
IAMNMTWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.