Unclaimed
Michael Johnson is a registered investment advisor with over 30 years of experience. Michael works with individuals, families, businesses, pension and profit sharing plans, charitable organizations and state or municipal government entities. Michael is currently a registered representative with Osaic Wealth, Inc. based in Scottsdale, Arizona. Osaic Wealth, Inc. is a fee-based financial services firm with a wide range of client types and over 94 billion dollars in assets under management. Michael is also an insurance agent offering disability, fixed, and traditional insurance products.
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.
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2
TX
01/24/2025 - Present
Osaic Wealth, Inc. (SAN ANTONIO TX)
CA
01/07/1991 - 07/12/1993
ENTIRETY, INC. (ROSEVILLE CA)
MA
05/18/1989 - 02/20/1991
CAMBRIDGE-NEWPORT COMPANY, INC. (SPRINGFIELD MA)
NJ
03/04/1986 - 06/09/1989
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 03/04/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/1990
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/1993
Series 2 - Non-Member General Securities Examination
BC
Issued 03/03/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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