Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Johnson is an investment advisor representative with Osaic Wealth, Inc., in Columbus, Nebraska. He is a registered investment advisor representative in Iowa, Nebraska, Pennsylvania, South Dakota, and Wyoming. Bruce has been in the securities industry since 2005 and has held previous roles at Securities America, Inc., Woodbury Financial Services, Inc., and Questar Capital Corporation. He holds the Series 66, Series 7, and SIE securities licenses. Bruce specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Bruce is also the President of L & B Johnson, PC, a CPA Accounting Practice. He is also a Board Member of the Valentine Public Library Foundation.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NE
06/14/2024 - Present
Osaic Wealth, Inc. (VALENTINE NE)
NE
04/15/2019 - 06/14/2024
SECURITIES AMERICA, INC. (VALENTINE NE)
NE
03/01/2019 - 04/17/2019
WOODBURY FINANCIAL SERVICES, INC. (VALENTINE NE)
NE
04/07/2015 - 03/01/2019
QUESTAR CAPITAL CORPORATION (VALENTINE NE)
NE
10/30/2009 - 03/13/2015
GIRARD SECURITIES, INC. (VALENTINE NE)
NE
08/11/2005 - 11/04/2009
QA3 FINANCIAL CORP. (OMAHA NE)
BOTH
Issued 09/06/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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