OJ
ChFC
OJ
ChFC

Olin Johanssen

49 Years of Experience
BrokerSells Insurance

Olin Johanssen is a ChFC-designated registered investment advisor at World Choice Securities, INC., based in Dublin, OH, with 49 years of industry experience. Olin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 45 clients with $25M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
6 advisors
IM Fee
Planning only
Assets Under Management
$25.0M
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Location

Dublin, OH

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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.

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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
World Choice Securities, INC.
December 2018 - Present · 7 yrs 4 mos
World Choice Securities, INC.Broker
December 2018 - Present · 7 yrs 4 mos
World Choice Securities, INC.
December 2018 - Present · 7 yrs 4 mos
Previous Registrations
On Investment Management CO
November 2016 - December 2018 · 2 yrs 1 mo
The O.N. Equity Sales CompanyBroker
November 2016 - December 2018 · 2 yrs 1 mo
Voya Financial Advisors, INC.Broker
January 2004 - November 2016 · 12 yrs 10 mos
Voya Financial Advisors, INC.
January 2004 - November 2016 · 12 yrs 10 mos
Locust Street Securities, INC.
March 2002 - January 2004 · 1 yr 10 mos
Locust Street Securities, INC.Broker
January 2002 - January 2004 · 2 yrs
Washington Square Securities, INC.Broker
January 1999 - December 2001 · 2 yrs 11 mos
Royal Alliance Associates, INC.Broker
April 1994 - December 1998 · 4 yrs 8 mos
New England SecuritiesBroker
July 1990 - April 1994 · 3 yrs 9 mos
Royal Alliance Associates, INC.Broker
November 1989 - July 1990 · 8 mos
Integrated Resources Equity CorporationBroker
August 1988 - November 1989 · 1 yr 3 mos
The Great-West Life Assurance CompanyBroker
May 1987 - October 1988 · 1 yr 5 mos
Morison Securities, INC.Broker
April 1987 - September 1988 · 1 yr 5 mos
Penn Mutual Equity Services, INC.Broker
August 1976 - April 1987 · 10 yrs 8 mos
State Registrations5 states
CAFLMIMOOH
AdvisorBrokerBoth

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
No exam information available for this advisor.
Olin Johanssen - Financial Advisor | TrueAdvisor