Olin Johanssen
Olin Johanssen is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Dublin, OH, with 50 years of industry experience. Olin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B 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 | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
Dublin, OH
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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
Olin is involved with Johanssen Financial Services, selling life, health, disability, and long-term care insurance. This non-investment related activity takes about a quarter of Olin's time, with 8 hours during trading hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
World Choice Securities, INC.
World Choice Securities, INC.Broker
On Investment Management CO
The O.N. Equity Sales CompanyBroker
Voya Financial Advisors, INC.Broker
Voya Financial Advisors, INC.
Locust Street Securities, INC.
Locust Street Securities, INC.Broker
Washington Square Securities, INC.Broker
Royal Alliance Associates, INC.Broker
New England SecuritiesBroker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
The Great-West Life Assurance CompanyBroker
Morison Securities, INC.Broker
Penn Mutual Equity Services, INC.Broker
State Registrations6 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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