Steven Johnson (CRD# 1320833) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Green Bay, WI and has over 39 years of experience in the finance industry. Steven Johnson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3078445
Mcglone Suttner Wealth Management, Inc.
CRD# 4323474
Lpl Financial LLC
CRD# 4997609
Advisors Management Group Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Green Bay, WI | Jan 2024 - Current | < 1 |
| S&k Accounting & Tax Service | Green Bay, WI | Aug 1986 - Current | 37 |
| Investments Unlimited Group | De Pere, WI | Jun 1984 - Current | 39 |
| Accounting & Cost Analysis Inc. | Depere, WI | Mar 1984 - Current | 40 |
| Jesra Corp | De Pere, WI | Mar 1984 - Current | 40 |
| Woodbury Financial Services Inc. | Green Bay, WI | Oct 2017 - Jan 2024 | 6 |
| Sii Investments, Inc. | Greenbay, WI | Oct 1995 - Oct 2017 | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1984 |
- FL
- MN
- WI
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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