Unclaimed
Shawn William Johnson is a financial advisor with Osaic Wealth, Inc. Shawn has been working in the financial services industry since December 2013. Shawn has experience working with individuals, businesses, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. Shawn offers a variety of financial planning services including portfolio management, pension consulting, selection of other advisors, and educational seminars. Shawn is registered in Colorado, Florida, Iowa, and Nebraska to offer securities and investment advisory services.
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
01/19/2024 - Present
Osaic Wealth, Inc. (ELKHORN NE)
NE
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (ELKHORN NE)
NE
12/12/2016 - 03/01/2019
QUESTAR CAPITAL CORPORATION (ELKHORN NE)
NE
04/16/1998 - 04/25/2001
AMERITRADE (BELLEVUE NE)
BOTH
Issued 08/02/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Shawn Johnson is the right advisor for you? Invested Better is here to help.