Timothy L Johnson

Osaic Wealth, INC.

20 Years of Experience

3 DisclosuresBrokerSells Insurance

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Areas of Practice

Retirement PlanningEducation PlanningEstate PlanningInvestment Management

Osaic Wealth, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9179 advisors

Number of Clients

574,829 clients

Average Client Portfolio

$348K average

Assets Under Management

$200.3B

Fee Structure

Minimum Investment:$5.5K

Financial Planning:Investment management only

Location

2 Franklin St S, Glenwood, MN, 56334

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History

Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

August 2020

Settled

Customer Dispute

May 2017

Denied

Criminal

March 1983

Final Disposition

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Other 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.