Stephanie Johnson
Stephanie Johnson is a registered investment advisor at Osaic Wealth, INC., based in Plymouth, MN, with 26 years of industry experience. Stephanie 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
4425 Hwy 169 N, Suite 100, Plymouth, MN, 55442
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Regulatory History (1)
Customer Dispute
February 2016Other Business ActivitiesSells Insurance
Stephanie is an owner member of JMAE, LLC, providing managed services to other businesses, and spends a few hours per week on this. She is also a financial advisor and owner of Johnson Wealth Management, LLC DBA Encore Financial, where she provides fixed insurance services to clients on an as-needed basis, also spending a few hours per week.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Advisornet Wealth Management
Cetera Advisor Networks LLC
Jra Financial Advisors, INC.
Cetera Advisor Networks LLCBroker
State Registrations19 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.