Johnnie Chestnut
Johnnie Chestnut is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Cloverdale, IN, with 24 years of industry experience. Johnnie 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
304 S Main St, Cloverdale, IN, 46120
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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
Johnnie is a member of Chestnut Financial Group, spending nearly full-time on owning the business, selling life insurance, and conducting financial services. He also owns Primitive Pleasures Candles, is a partner in Rolling Meadows Golf Course LLC, and owns Running Bear Properties LLC, dedicating minimal time to each.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Advisory Services, LLC
Previous Registrations
Triad Advisors LLCBroker
Spc
Parkland Securities, LLCBroker
Great American Advisors, INC.Broker
Charles Schwab & CO., INC.Broker
State Registrations11 states
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