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Credentials
Series 66
Experience Industry experience
21 years
Location
Valentine, NE 69201
OSAIC
Institution
Bruce Johnson is a financial advisor at OSAIC with 21 years of industry experience. He holds a Series 66 designation and has worked previously at Securities America Advisors, Woodbury Financial Services, and Questar Asset Management. Johnson also serves as president of L & B Johnson, PC, a CPA accounting practice, and is a board member of the Valentine Public Library Foundation. OSAIC serves a broad mix of retail and institutional clients through a large network of financial advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm utilizes various tools and platforms to construct diversified portfolios tailored to client preferences.
Based on OSAIC
Based on OSAIC
Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.
Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.
Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.
Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.
Valentine, NE
230 N Main St
Valentine NE 69201
Advisors at this office
1
Nebraska
21 years of industry experience
OSAIC
2024 - Present • 2 years
Columbus, NE
OSAIC
2024 - Present • 2 years
Columbus, NE
Securities America Advisors
2019 - 2024 • 5 years
Valentine, NE
SECURITIES AMERICA, inc.
2019 - 2024 • 5 years
Valentine, NE
Woodbury Financial Services, inc.
2019 - 2019 • 1 year
Valentine, NE
Questar Asset Management
2015 - 2019 • 4 years
Minneapolis, MN
Questar Capital Corporation
2015 - 2019 • 4 years
Minneapolis, MN
L & B Johnson, PC
2002 - Present • 24 years
Valentine, NE
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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