Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Charles Johnson is a financial advisor with over 38 years of experience in the industry. Steven is currently registered with Osaic Wealth, Inc. in Florida, Minnesota, and Wisconsin. Steven has a background in accounting and tax preparation and has held various leadership positions in the community. Steven is committed to providing personalized financial advice to individuals, families, and businesses. Steven is a Certified Financial Planner and holds the Series 6 and Series 63 licenses. Steven is passionate about helping clients achieve their financial goals.
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
WI
01/19/2024 - Present
Osaic Wealth, Inc. (GREEN BAY WI)
WI
10/31/2017 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (GREEN BAY WI)
WI
10/20/1995 - 11/01/2017
SII INVESTMENTS, INC. (GREEN BAY WI)
WI
07/12/1990 - 10/20/1995
HARBOUR INVESTMENTS, INC. (MADISON WI)
WI
11/15/1984 - 07/23/1990
SECURA INVESTMENTS, INC. (APPLETON WI)
BC
Issued 10/02/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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