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Michael L Johnson

Advisor at OSAIC — Bryan, OH

Updated today

Credentials

Series 63, Series 65

Experience

33 years

Location

Bryan, OH 43506

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

Michael Johnson is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Sagepoint Financial, Inc. and American General Securities Incorporated. Outside of advising, Johnson owns Johnson Financial Group, an insurance agency, and serves on the board of the Bryan Rotary Club as well as the Bryan Area Foundation. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolios. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, complex affiliate network, and recent consolidation activity.

Client services

Based on OSAIC

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

Expertise

Based on OSAIC

Annuities Private / alternative investments

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally range from $500 to $25,000, can exceed for high net worth clients.

Percentage

$0+: Up to 3% annually for Plan Participant Retirement Program $0 - Program minimum varies by investment product and manager: Advisory fees negotiable; examples include up to 1.50% annually on certain program annuities $0+: Advisory Representatives negotiate fees individually, ranging up to several percentage points depending on service and client

Commissions

Advisory Representatives receive commissions on securities and insurance product sales made through the affiliated broker-dealer.

Project-based

Hourly rates for financial planning and consulting services generally range from $50 to $750 per hour.

Other

Account minimum: $5,500 Minimum fee: No specific minimum fee amount disclosed; fees are negotiable and negotiated individually by Advisory Representatives. Fee-only: Financial planning and consulting services offered on hourly basis ($0 - $750/hour) or fixed fee basis (up to $25,000 or more for complex cases).

Location

See office

Bryan, OH

102 West High Street

Bryan OH 43506

Advisors at this office

2

Most active in

Indiana · Kentucky · Michigan · North Carolina · Ohio

Work history

33 years of industry experience

OSAIC

2023 - Present • 3 years

Bryan, OH

Sagepoint Financial, Inc.

2009 - 2023 • 14 years

Phoenix, AZ

OSAIC Services, Inc.

2008 - 2023 • 15 years

Bryan, OH

American General Securities Incorporated

2001 - 2008 • 7 years

Bryan, OH

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

Blake R

CFP®, Series 65, Series 66, Series 7

Bryan, OH

Cambridge Investment Research Advisors

Blake Rockey, CFP® is a Certified Financial Planner® and fee-based fiduciary advisor registered through Cambridge Investment Research Advisors. Cambridge Investment Research Advisors is a large SEC-registered firm offering services through a network of independent professionals. The independent professionals serve a diverse client base, including individuals, pension plans, charitable organizations, and trusts- using a range of portfolio management and model-based solutions. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services. through a network of independent professionals.

Active portfolio management Roth conversion strategy Retirement income strategy Social Security optimization Wealth management Retired Founder/Business Owner Government Employee Executive Engineering Professional Retired Approaching retirement Established Professionals Mid-Career Professionals Career Changers

Jason D

CFP®, EA

Defiance, OH

Demland Wealth LLC

Demland Wealth is a flat-fee, fee-only fiduciary firm helping Christians retire well and give generously. We serve Christian households who are retired or within five years of retirement — typically with $1 million or more in investable assets — combining retirement income planning, proactive year-round tax strategy, charitable giving, and Biblically Responsible Investing into one comprehensive plan. Our team holds the CFP®, Certified Kingdom Advisor® (CKA®), and Enrolled Agent (EA) credentials, so tax planning is a core competency, not an afterthought. Clients pay one transparent flat annual fee that doesn't increase as their portfolio grows — no commissions, no product sales, no conflicts of interest. Based in Defiance, Ohio, we work virtually with families across the country. A lot of advisors try to be all things to all people — we don't. Our expertise is helping Christian families make the most of what God has entrusted to them, before and during retirement.

General tax planning Retirement income strategy Social Security optimization Baby Boomers (Born 1946-1964) Christian Faith Based
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Ned W

Series 63, Series 65

Archbold, OH

Childs Investment Group, Inc.

Ned Wyse is a financial advisor with Childs Investment Group, Inc. in Archbold, OH, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has worked with firms including 724 Capital, LLC and National Planning Corporation. Outside of advising, he owns and operates Wyse Refrigeration and Appliance Services, a part-time repair service business. Childs Investment Group provides financial planning and advisory services to families, high-net-worth individuals, and various entities. The firm develops tailored financial plans without managing client securities or exercising investment discretion, coordinating with clients’ chosen broker-dealers or third-party advisers for implementation.

General tax planning
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Noah B

Series 63, Series 66

Defiance, OH

Demland Wealth LLC

Noah Buttermore is a financial advisor at Demland Wealth LLC with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Fidelity Investments and Demland Tax, LLC. Demland Wealth is a state-registered advisory firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm offers discretionary portfolio management and comprehensive financial planning, emphasizing strategic asset allocation alongside tactical adjustments using a mix of active and passive investments.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy
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Earl O

CFP®, PFS™, Series 63, Series 65

Bryan, OH

Oberlin Wealth Partners, LLC

Earl Oberlin III is a CFP® and PFS™ credentialed advisor with 48 years of industry experience. He is the sole advisor at Oberlin Wealth Partners, LLC, and has been involved with several related entities including Oberlin Financial International and Oberlin - Turnbull, Inc., where he serves as chairman of a funeral home business. Outside of advisory services, he is active in insurance sales and commercial property management. Oberlin Wealth Partners operates as a single-advisor practice providing discretionary investment management, financial planning, and institutional consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and insurance-company clients. The firm uses fundamental analysis and a long-term investment approach, offering customized portfolios and specialty services such as retirement-plan fiduciary oversight and family office coordination.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Founder/Business Owner Executive
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Kirk W

Series 66

Archbold, OH

Childs Investment Group, Inc.

Kirk Weldy is a financial advisor with 16 years of industry experience, currently affiliated with 724 Capital, LLC. He holds the Series 66 designation and has worked at firms including ProEquities, Inc. and Childs Investment Group. Outside of his advisory roles, he serves as an officer and board member of the Archbold Rotary Club and is the head junior varsity baseball coach at his local high school. 724 Capital serves individual and high-net-worth clients, corporations, and employee benefit plans, offering portfolio management, financial planning, and pension consulting. The firm employs a blend of analytic approaches and investment strategies, including long-term trading, margin, and options, with regular account reviews and a requirement that clients use Fidelity Brokerage Services LLC as custodian.

General tax planning
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