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Kole Douglas Johnson

Advisor at OSAIC — Oelwein, IA

Updated today

Credentials

Series 66

Experience

1 year

Location

Oelwein, IA 50662

OSAIC logo

OSAIC

Institution

Total advisors

7,830

Across 3,555 offices

Clients per advisor

73 Low

Avg AUM per client

$398,336 Typical

HNW client ratio

10% Low

About

Kole Johnson is a financial advisor with OSAIC, holding a Series 66 credential and one year of industry experience. Before joining OSAIC, he was associated with Financial Decisions Group and has experience selling life insurance and fixed insurance products as an agent. He also has a background in agriculture through ongoing work with Schlatter Farms. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a broad range of integrated brokerage and advisory services and employs various portfolio construction tools and third-party platforms to tailor investment strategies.

Client services

Based on OSAIC

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

Expertise

Based on OSAIC

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on OSAIC

Founder/Business Owner Executive

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Fee options

Fixed

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.

Commissions

Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.

Project-based

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.

Other

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.

Location

See office

Oelwein, IA

903 N. Frederick Avenue

Oelwein IA 50662

Advisors at this office

3

Most active in

Iowa

Work history

1 year of industry experience

OSAIC

2025 - Present • 1 year

Oelwein, IA

Financial Decisions Group

2024 - Present • 2 years

Oelwein, IA

Seamless Gutter Co

2024 - 2024 • 1 year

Hawkeye, IA

Full Time Student

2023 - 2024 • 1 year

Cedar Falls, IA

Seamless Gutter Co

2023 - 2023 • 1 year

Hawkeye, IA

Full TIme Student

2022 - 2023 • 1 year

Calmar, IA

Seamless Gutter Co

2022 - 2022 • 1 year

Hawkeye, IA

Full Time Student

2021 - 2022 • 1 year

Calmar, IA

Diversity Coatings

2021 - 2021 • 1 year

Hawkeye, IA

Full Time Student

2020 - 2021 • 1 year

West Union, IA

Diversity Coatings

2020 - 2020 • 1 year

Hawkeye, IA

Schlatter Farms

2015 - Present • 11 years

Hawkeye, IA

Full Time Student

2015 - 2020 • 5 years

West Union, IA

Disclosures

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

Business activities & affiliations

user avatar

Hillary M

Series 66

Sumner, IA

UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

Hillary Meister is a financial advisor at United Planners' Financial Services of America with a Series 66 designation and one year of industry experience. Prior to her current role, she worked at Honkamp & Co. and held positions in education at the University of Dubuque and Sumner-Fredericksburg High School. She is also the bookkeeper and tax preparer for Plain & Simple, LLC, a non-investment related business. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering a range of advisory models and both fee-based and commission-based options.

Retirement income strategy Social Security optimization Cash flow / budgeting Wealth management Founder/Business Owner Retired Executive Established Professionals
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Ann V

Series 63, Series 66

Sumner, IA

UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

Ann Vanengelenburg is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with United Planners since 2013 and also serves as Chief Operating Officer at related entities, including Investment Center and Insurance Center. Vanengelenburg was involved with the Sumner Rotary Organization for four years. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform with multiple custodians and third-party money managers, primarily managing non-discretionary assets.

Retirement income strategy Social Security optimization Cash flow / budgeting Wealth management Founder/Business Owner Retired Executive Established Professionals
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Gerald B

Series 63, Series 66

Oelwein, IA

Cetera

Gerald Buhr is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Cetera since 2002 and based in Oelwein, Iowa. Outside of his advisory role, he serves on the Mercy Hospital Foundation Board, where he reviews finances and acts on funding requests. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by over 10,000 advisors and more than $256 billion in assets under management.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Katherine S

ChFC®, Series 66

Oelwein, IA

Edward Jones

Katherine Solsma Bell is a financial advisor at Edward Jones with nine years of industry experience. She holds the ChFC® designation and the Series 66 license. Prior to her current role at Edward Jones, she worked at Cornerstone Realtors for three years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Neil W

ChFC®, Series 63

Oelwein, IA

OSAIC

Neil Wilkinson is a financial advisor with OSAIC based in Oelwein, Iowa, holding the ChFC® and Series 63 designations with 26 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously at Signator Investors, Inc. He serves as a board member of the Upper Iowa University Board of Trustees and the Fortunaire Foundation, and he is involved in agricultural businesses including owning and operating grain farming and farmland rental enterprises. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services supported by asset allocation tools, risk assessment, and access to third-party money managers.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive

Christian S

Series 66

Oelwein, IA

Edward Jones

Christian Solsma is a financial advisor at Edward Jones in Oelwein, IA, holding a Series 66 designation with two years of industry experience. He is the owner of Soul Stringers LLC, where he 3D prints and sells tennis shoe charms on Etsy. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Multi-generational wealth transfer Inheritance planning Business Financial Management Self-Employed
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