Anthony Johnson is a registered investment advisor at Osaic Wealth, INC., based in Burnsville, MN, with 7 years of industry experience. Anthony 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
11980 Portland Ave S, Burnsville, MN, 55337
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Anthony works for Gallagher Fiduciary Advisors providing investment advisory services and client servicing, dedicating about 10-20% of his time. He also works for Kusske Financial providing financial planning services, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Kusske Financial, INC.
Previous Registrations
Triad Advisors LLCBroker
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
State Registrations1 state
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.