Brian Johnson
Brian Johnson is a registered investment advisor at Silver Oak Securities, INC., based in Colorado Springs, CO, with 24 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 8,746 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum advisor fee is 2.0% of assets. Fees are negotiable between you and your financial professional. Accounts also incur a platform fee consisting of $45 annually plus an asset-based fee between 0.05% and 0.25%.
Fee Estimator
Location
5881 N. Academy Blvd, Colorado Springs, CO, 80918
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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
Brian is a partner in Jordec USA LLP, selling property and casualty insurance, and a solicitor for Creative One, selling life insurance and annuities. He also owns Johnson Financial Services Inc, an S corporation for tax purposes that owns Jordec LLP; each activity takes a few hours per week.
Employment History
Current Registrations
Silver Oak Securities, INC.
Previous Registrations
Silver Oak Securities, IncorporatedBroker
Bfc Planning, INC.
Securities Management & Research, INC.Broker
State Registrations2 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.
Exams
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