Timothy Johnson
Timothy Johnson is a registered investment advisor at Osaic Wealth, INC., based in Glenwood, MN, with 21 years of industry experience. Timothy 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
2 Franklin St S, Glenwood, MN, 56334
Get directionsHistory
Regulatory History (3)
Customer Dispute
August 2020Customer Dispute
May 2017Criminal
March 1983Other Business ActivitiesSells Insurance
Timothy is involved in several business activities, including working for USAdvisors Wealth Management as a financial advisor, Eagle Bank as an employee in charge of Eagle Financial Services, and Eagle Financial Services selling financial insurance products. He also dedicates minimal time to other activities such as mystery shopping, data collection, supporting his wife's wellness business, and serving on the board of the local Chamber of Commerce.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Usadvisors Wealth Management, LLC
Previous Registrations
Securities America, INC.Broker
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Cetera Investment Services LLC
Edward Jones
Edward JonesBroker
State Registrations18 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.