Barry Johnson, financial advisor Wellman IA

Barry Johnson

CRD Number: 2451953
Current Firm: Osaic Wealth, Inc.

Barry Johnson (CRD# 2451953) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Wellman, IA and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Royal Alliance Associates, Inc. Wellman, IA Nov 2018 - Current 5
Barry Johnson Financial Services. Llc Bjfs Wellman, IA Feb 2016 - Current 8
Signator Investors, Inc. Wellman, IA May 2016 - Nov 2018 2
Transamerica Financial Advisors, Inc. Wellman, IA Jan 2002 - May 2016 14
Life Investors Wellman, IA Jan 2002 - Feb 2016 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1994
S65 NASAA Investment Advisors Law Examination Feb 2007
Contact Info for Barry C. Johnson
Phone Number: 800-821-5100 EXT. 5389
Firm Website: https://www.sfcorps.com
Registered State(s):
  • IA
  • TX
By the Numbers
  • Total Assets Under Management
    94,558
    MILLIONS
  • Total Number of Accounts
    437,201
    ACCOUNTS
  • Average Account Value
    $216,280
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
  • 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
Types of Clients
Registered States

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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