Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Traci? Claim Your ProfileTraci Johnson is a financial advisor with over 20 years of experience in the industry. Traci is a Certified Financial Planner and has Series 6, 7, and 63 licenses. Traci is currently registered with Osaic Wealth, Inc. and has been associated with the firm since September 2023. Traci provides financial planning, portfolio management, and pension consulting services to individuals, businesses, and retirement plans. Traci has a strong track record of helping her 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.
1
2
MN
09/01/2023 - Present
Osaic Wealth, Inc. (ELK RIVER MN)
MN
10/28/2021 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (ELK RIVER MN)
MN
05/18/2015 - 10/27/2021
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
09/23/2011 - 05/18/2015
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
08/03/2009 - 09/23/2011
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
SC
11/17/2008 - 04/06/2009
LPL FINANCIAL CORPORATION (FORT MILL SC)
MN
02/05/2007 - 08/29/2008
AMERIPRISE FINANCIAL SERVICES, INC. (NEW BRIGHTON MN)
MN
04/25/2003 - 01/31/2006
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
MN
01/01/2001 - 05/07/2001
MILLER JOHNSON STEICHEN KINNARD, INC. (MINNEAPOLIS MN)
MN
11/29/1999 - 01/01/2001
MILLER, JOHNSON & KUEHN, INCORPORATED (MINNEAPOLIS MN)
MN
08/06/1997 - 11/09/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/06/1997 - 11/09/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 02/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/05/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Traci Johnson is the right advisor for you? Invested Better is here to help.
