VJ
CFP
VJ
CFP

Valerie Ann Johnson

43 Years of Experience
Broker
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
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
Loading...

Location

3051 Hollis Drive, 3rd Floor, Springfield, IL, 62704

Get directions

History

Regulatory History
Clean regulatory record

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 Activities

Valerie works as a financial advisor for Sikich Financial, dedicating nearly full-time hours to this role. She also serves as a board member for Skylight Music Theatre, a non-profit organization, spending minimal time on this activity.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
August 2024 - Present · 1 yr 6 mos
Sikich Financial
August 2013 - Present · 12 yrs 6 mos
Previous Registrations
Triad Advisors LLCBroker
March 2016 - August 2024 · 8 yrs 5 mos
Triad Advisors, INC.Broker
September 2013 - March 2014 · 6 mos
NFP Securities, INC.Broker
July 2009 - April 2012 · 2 yrs 9 mos
Kolb+co. Financial Advisers, LLC
October 2008 - December 2013 · 5 yrs 2 mos
Pruco Securities, LLC.Broker
May 2007 - September 2008 · 1 yr 4 mos
Citistreet Financial Services LLC
January 2001 - January 2006 · 5 yrs
Citistreet Equities LLCBroker
April 1983 - December 2005 · 22 yrs 8 mos
Intangible Marketing, INC.Broker
January 1981 - May 1983 · 2 yrs 4 mos
State Registrations4 states
FLILOHWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.