Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Traci? Claim Your ProfileTraci Jo Johnson is a financial advisor with Osaic Wealth, Inc. Traci has been in the financial services industry since 1997. Traci holds the Series 6, 7, and 63 licenses, as well as the SIE. Traci also has the Certified Financial Planner designation. Traci has experience working with individual clients, pension and profit sharing plans, corporations or other businesses and charitable organizations. Traci has worked previously at SagePoint Financial, Inc., Ameriprise Financial Services, Inc. and Riversource Distributors, Inc. Traci is currently registered to provide investment advice in Minnesota.
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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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 2/9/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/27/1999
Series 7 - General Securities Representative Examination
BC
Issued 8/5/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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FINRA
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