Craig Novosel-Johnson, financial advisor Upper Arlington OH

Craig Novosel-Johnson

CRD Number: 5344158
Current Firm: Wealthought LLC

Craig Novosel-Johnson (CRD# 5344158) is an Investment Advisor Representative working at Wealthought LLC in Upper Arlington, OH and has over 16 years of experience in the finance industry. Craig Novosel-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.

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Professional Designations
Company Name Location Dates Years
Wealthought LLC Upper Arlington, OH Nov 2013 - Current 10
The Novosel Family Partnership Kane, PA Jun 2012 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2007
S65 NASAA Investment Advisors Law Examination Sep 2010
Contact Info for Craig Novosel-Johnson
Phone Number: 574-850-5894
Registered State(s):
  • OH
  • PA
  • TX
Current Firm Details
Wealthought LLC
Firm's CRD Number: 169872
By the Numbers
  • Total Assets Under Management
    15
    MILLIONS
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $212,687
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

OH, PA, TX

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