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Timothy Lane Johnston

Osaic Wealth, Inc.

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About Timothy Lane Johnston

Timothy Johnston is a financial advisor with over 40 years of experience in the industry. He currently works at Osaic Wealth, Inc., a firm that provides financial planning, investment management, and pension consulting services. He is also the president of Financial Partners Group, LLC. Timothy is a registered representative in 44 states and an investment advisor representative in 8 states. Timothy has a wide range of experience and expertise in financial services, including investment management, retirement planning, and estate planning. He is committed to providing his clients with personalized advice and guidance to help them achieve their financial goals.

Firm Information

Timothy Johnston is currently registered with Osaic Wealth, Inc.. OSAIC WEALTH, INC. is an Arizona-based corporation that provides financial planning, pension consulting, and educational seminars to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and other client types. With a focus on portfolio management, the firm manages over $94 billion in assets under management across discretionary and non-discretionary accounts. Their registered representatives and investment advisor representatives provide investment advisory services across various states.
Osaic Wealth, Inc.

571 MONON BLVD.

CARMEL, IN 46032

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Timothy Johnston’s Registration & Firm History

IN

01/19/2024 - Present

Osaic Wealth, Inc. (CARMEL IN)

IN

04/10/2017 - 01/19/2024

WOODBURY FINANCIAL SERVICES, INC. (CARMEL IN)

IN

10/15/2013 - 03/23/2017

MSI FINANCIAL SERVICES, INC. (INDIANAPOLIS IN)

IN

03/12/2002 - 01/02/2015

NEW ENGLAND SECURITIES (INDIANAPOLIS IN)

NJ

01/02/1990 - 02/08/2002

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

12/20/1989 - 12/10/1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

NY

03/11/1988 - 10/23/1989

MONY SECURITIES CORP. (NEW YORK NY)

NY

03/11/1988 - 10/23/1989

THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)

NA

01/03/1983 - 08/17/1987

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

NA

03/04/1983 - 08/14/1987

PRUCO SECURITIES CORPORATION

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Licenses & Designations

IA

Issued 9/29/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/14/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2004

Series 24 - General Securities Principal Examination

BC

Issued 2/3/1993

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 9/16/1997

Series 7 - General Securities Representative Examination

BC

Issued 12/29/1982

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Timothy Lane Johnston. Review regulatory record here.
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