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Christopher Johnson

Advisor at OSAIC

Updated today

Location

Paulding, OH 45879

Credentials

Series 66

Industry experience

22 years

About

Christopher Johnson is a financial advisor with Osaic Wealth, Inc., holding a Series 66 designation and bringing 22 years of industry experience. He previously worked at FSC Securities Corporation for 19 years before joining Osaic in 2023. Outside of his advisory role, he serves on the board of directors of the Kiwanis Club of Paulding. Osaic Wealth, Inc. is a large SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory services and employs a technology-driven investment process incorporating risk tolerance assessments, asset allocation software, and portfolio optimization tools.

Client services

Based on OSAIC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on OSAIC

Annuities

Occupation focus

Based on OSAIC

Founder/Business Owner Executive Retired

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally up to $25,000, can exceed for high net worth individuals; Non-Discretionary Investment Advisory Services fixed fees from $500 to $15,000; Retirement Plan Consulting Services fixed fees from $1,000 to $100,000.

Percentage

$0 - $5,500: Negotiable, varies by Advisory Representative and program $5,500 - $10,000: Negotiable, varies by Advisory Representative and program $10,000+: Negotiable, varies by Advisory Representative and program

Commissions

Advisory Representatives may receive commissions as registered representatives or insurance agents for securities or insurance product sales outside advisory accounts.

Project-based

$0 - $750 per hour for financial planning and consulting services, Non-Discretionary Investment Advisory Services, and Retirement Plan Consulting Services.

Other

Account minimum: $5,500 to $10,000 depending on program Fee-only: Advisory fees negotiated individually by Advisory Representatives; often asset-based fees with wrap or non-wrap structures; fees can be up to 3% annually for Plan Participant Retirement Program; fee schedules vary by program and Advisory Representative.

Location

115 North Main Street

Paulding, OH 45879

Most active in

Florida · Georgia · Indiana · Michigan · Ohio · Texas

Work history

OSAIC

2023 - Present (3 years)

FSC Securities Corporation

2004 - 2023 (19 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Jason D

CFP®

Defiance, OH

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I specialize in helping Christians with their money so they can focus on glorifying God and enjoying Him forever instead of retiring to a life of ease. I believe that retirement for Christians is different. Retirement income planning, investing, legacy planning, and tax planning are all part of stewarding what God has given us well. I work to help people live, give, and grow with their money by providing financial planning services that aim to maximize retirement income, reduce lifetime taxes, and plan for a life of joyful service to Christ and His church.

General tax planning General retirement planning Christian Faith Based
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Noah B

Series 63, Series 66

Defiance, OH

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Noah Buttermore is a financial advisor at Demland Wealth LLC with two years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Fidelity Investments. Demland Wealth LLC is an independent advisory firm providing investment management and comprehensive financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm utilizes a combination of strategic asset allocation and tactical adjustments, employing both active and passive investment vehicles to create diversified portfolios tailored to client goals.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy
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Series 65

Defiance, OH

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Wealth management General tax planning
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Caleb F

Series 63, Series 65

Defiance, OH

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Caleb Frankart is a financial advisor at Blue Jay Financial Group, LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Key Investment Services LLC for five years. Caleb serves on the Synod Endowment Investment Committee of the Reformed Church in the United States, overseeing the church’s endowment fund investments. Blue Jay Financial Group provides investment management, comprehensive financial planning, and consulting services to individual clients and employer-sponsored retirement plans. The firm manages discretionary and non-discretionary accounts and offers personal tax return preparation and consulting for private businesses, using a mix of fundamental, tactical, technical, thematic, and top-down analysis tailored to client objectives and risk tolerance.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Jason B

CFP®, Series 66

Defiance, OH

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Jason Bernal is a CFP® professional with 16 years of experience in financial advising. He has worked at Blue Jay Financial Group, LLC since 2018 and previously at Cetera Advisors LLC from 2015 to 2018. Outside of his advisory role, Bernal serves as a Boy Scout Troop Leader for Troop 76 in Defiance, OH. Blue Jay Financial Group offers investment management, comprehensive financial planning, and consulting services to individual clients and employer-sponsored retirement plans. The firm also provides personal tax return preparation and consulting for private businesses, managing both discretionary and non-discretionary accounts with a focus on tailored investment strategies using mutual funds and ETFs.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Michael W

Series 65

Defiance, OH

Blue Jay Financial Group, LLC

Michael Willitzer is a financial advisor at Blue Jay Financial Group, LLC in Defiance, Ohio. He holds a Series 65 designation and has been with Blue Jay Financial Group since 2023. Prior to his current role, he worked at Grube Inc and has experience in various other industries including education and retail. Blue Jay Financial Group provides investment management, comprehensive financial planning, and consulting services to individual clients and employer-sponsored retirement plans. The firm manages discretionary and non-discretionary accounts, offers personal tax return preparation, and utilizes a mix of fundamental, tactical, technical, thematic, and top-down analysis to tailor portfolios to client needs.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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