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Brian Johnson

Advisor at Osaic Advisory Services, LLC

Updated today

Location

Lewiston, ID 83501

Credentials

Series 66

Industry experience

6 years

About

Brian Johnson is a financial advisor with Osaic Advisory Services, LLC and holds a Series 66 designation. He has six years of industry experience, including prior roles at Arbor Point Advisors and Securities America, Inc. Outside of his advisory work, Johnson serves as a volunteer board director for the nonprofit LC Valley Down & Dirty Mud Run, where he supports event planning and fundraising. Osaic Advisory Services, LLC is an SEC-registered investment adviser managing approximately $12.47 billion in client assets. The firm serves a diverse client base—including individuals, charities, corporations, and institutional entities—and offers a range of managed account programs, financial planning, retirement plan consulting, and lending solutions through a representative-driven advisory model.

Client services

Based on Osaic Advisory Services, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Osaic Advisory Services, LLC

Annuities

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally up to $25,000, can exceed for high net worth clients

Percentage

$0+: Negotiable, maximum up to 2.50% annually for Advisory Representative Managed Account Programs (Ally and Counsel Programs) with flat, linear, or tiered billing options $0+: Up to 3.00% annually for Plan Participant Retirement Program (management fee on total assets, fixed percentage or tiered fee schedule) $0+: Retirement Plan Consulting Services: Fixed fees $1,000 - $100,000; Hourly fees $50 - $300 per hour; Basis points up to 1.25% (125 basis points)

Commissions

Advisory Representatives may receive commissions through Osaic Wealth when selling securities or insurance products; commissions are separate from advisory fees

Project-based

Hourly fees for financial planning/consulting generally range from $0 to $750 per hour

Other

Minimum fee: Minimum service fee which is the greater of $30 or up to 0.15% annually assessed to the advisor per account Fee-only: Financial planning and consulting services charged on hourly or fixed fee basis; hourly fees range $0 - $750 per hour; fixed fees generally up to $25,000 but can exceed for high net worth individuals

Location

828 8 Th Ave

Lewiston, ID 83501

Most active in

Idaho · Texas

Work history

Osaic Advisory Services, LLC

2024 - Present (2 years)

OSAIC

2024 - Present (2 years)

Arbor Point Advisors

2020 - 2024 (4 years)

Securities America, inc.

2020 - 2024 (4 years)

Johnson Financial Group LLC

2020 - Present (6 years)

KMS Financial Services, Inc.

2019 - 2020 (1 year)

Douglas Johnson IAR for KMS

2018 - 2019 (1 year)

St. Joseph Regional Medical Center

2010 - 2018 (8 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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General retirement planning Income planning Passive / index investing
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Jeremy N

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Lewiston, ID

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Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Bradley R

Series 66

Lewiston, ID

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Matthew W

CFP®, Series 66

Lewiston, ID

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Richard C

Series 63, Series 65

Lewiston, ID

Osaic Advisory Services, LLC

Richard Clifford is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, and KMS Financial Services. Outside of his advisory work, he volunteers with the United States Coast Guard Auxiliary conducting boating and water safety classes and serves as a search pilot with the Nez Perce County Sheriff’s Air Posse. Osaic Advisory Services, LLC is an SEC-registered investment adviser managing approximately $12.47 billion in client assets and serving a diverse client base including individuals, charities, corporations, retirement plans, and institutions. The firm offers a range of managed account programs, third-party consulting, financial planning, and lending solutions, utilizing both in-house and external platforms to construct portfolios across various asset classes.

Annuities
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