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Robert Lane Johnson

Advisor at Berthel, Fisher & Company Financial Services, Inc. — Harrison, OH

Updated today

Credentials

Series 63, Series 65

Experience

37 years

Location

Harrison, OH 45030

Berthel, Fisher & Company Financial Services, Inc. logo

Berthel, Fisher & Company Financial Services, Inc.

Multi-team

Total advisors

71

Across 52 offices

Clients per advisor

47 Low

Avg AUM per client

$265,151 Very Low

HNW client ratio

1% Very Low

About

Robert Johnson is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. He has been with Berthel Fisher since 2010. Outside of his advisory role, he is involved in tax preparation and accounting services for small businesses through RL Johnson Tax Services and serves as president of RL Johnson Investments, which sells life insurance. Berthel Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and institutional clients. The firm offers a range of asset management options and allows advisors to construct portfolios using various securities and strategies.

Client services

Based on Berthel, Fisher & Company Financial Services, Inc.

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Berthel, Fisher & Company Financial Services, Inc.

Concentrated stock management Options & derivatives strategies Real estate investing Tax-loss harvesting

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Fee options

Fixed

Fixed fees for financial planning services generally range from $100 to $15,000, agreed upon in advance.

Percentage

Up to 2.5% annually (negotiable, varies by IAR and program)

Commissions

Commissions charged when clients implement investment recommendations through affiliated broker-dealer; IAR may receive commissions for securities and insurance products.

Project-based

Hourly fees for financial planning and consulting services range from $150 to $400 per hour depending on IAR.

Other

Account minimum: $25,000 Fee-only: Financial planning fees charged as fixed fees (ranging from $100 to $15,000) or hourly fees ($150 to $400 per hour) depending on IAR and services provided.

Location

See office

Harrison, OH

1012 Harrison Ave, Suite 2

Harrison OH 45030

Advisors at this office

3

Most active in

Ohio

Work history

37 years of industry experience

Berthel, Fisher & Company Financial Services, Inc.

2010 - Present • 16 years

Harrison, OH

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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Darin S

Series 66

Lawrenceburg, IN

Schmidt Wealth Management, L.L.C.

Darin Schmidt is a financial advisor with Schmidt Wealth Management, L.L.C. in Lawrenceburg, IN, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Silver Oak Securities, Inc. and Ausdal Financial Partners, INC. Outside of investment advisory, he provides tax preparation and planning services, as well as insurance products including life, disability, long-term care, health, and fixed annuities. Schmidt Wealth Management, L.L.C. offers portfolio management and financial planning services to individuals, high-net-worth clients, and certain corporate and retirement-plan clients. The firm employs a combination of fundamental, quantitative, and technical analyses, managing accounts on a discretionary basis with investment strategies ranging from long-term asset allocation to alternative investments such as private placements and venture capital funds.

Annuities Private / alternative investments Options & derivatives strategies
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Colby G

Series 65

Cleves, OH

Bear & Eagle Investments LLC

Colby Gleckler is a Series 65 licensed advisor at Bear & Eagle Investments LLC with one year of industry experience. His prior work includes roles at Woodland Golf Course and Cintas, as well as ongoing employment at the University of Cincinnati. Bear & Eagle Investments LLC serves individuals and households, including high-net-worth clients, by providing discretionary portfolio management and financial planning services. The firm employs a fundamentally oriented, value-focused investment approach using financial-statement analysis and quantitative screens to construct diversified, client-tailored portfolios.

General tax planning Cash flow / budgeting Young Professionals
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Eric H

CFP®, Series 66

Fairfield, OH

Rik Saylor Financial, Inc.

Eric Hamberg is a CFP® professional with 19 years of industry experience, currently serving at Rik Saylor Financial, Inc. He has held roles at Savvy, Triad Advisors, LPL Financial, and National Planning Corporation. Hamberg serves as a board member and treasurer for Sweet Cheeks Diaper Bank, a nonprofit charity supporting unprivileged babies. Rik Saylor Financial provides discretionary investment and wealth management, financial planning, and limited-scope consulting to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm customizes portfolios based on client objectives and risk tolerance, utilizing a range of asset classes and third-party technology platforms to support account management and reporting.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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Carly W

Series 65

North Bend, OH

Wayne Financial LLC

Carly Wayne is a Series 65-credentialed financial advisor at Wayne Financial LLC with one year of industry experience. Prior to joining Wayne Financial, she worked for six years at SocialCoaster Inc. d/b/a BVIRAL and three years at Jonathan's Grille. Wayne Financial LLC offers discretionary portfolio management and financial planning services to individuals, high-net-worth individuals, and charitable organizations. The firm manages approximately $16 million in assets using an investment approach that integrates equity and ETF allocations with multiple forms of analysis, maintaining client accounts primarily at Schwab Institutional.

College savings (529s, UTMA, etc.) Life insurance needs analysis
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Nathanial P

Series 65, Series 63

Fairfield, OH

Rik Saylor Financial, Inc.

Nathanial Parker is a financial advisor at Rik Saylor Financial, Inc. with 14 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Triad Advisors and LPL Financial. Outside of his advisory role, he serves as a notary public. Rik Saylor Financial provides discretionary investment and wealth management, financial planning, and limited-scope consulting to individuals, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm customizes portfolios using client interviews and risk-assessment tools, investing across a range of asset classes and utilizing several third-party technology platforms to support account management and reporting.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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Garrett W

Series 65

North Bend, OH

Wayne Financial LLC

Garrett Wayne is a financial advisor at Wayne Financial LLC with six years of industry experience. He holds a Series 65 designation and previously worked at The Randolph Company and the University of Cincinnati. Wayne Financial LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a multi-method investment approach with a focus on long-term trading and offers client risk tolerance documentation, monthly account reviews, and custodial reporting through Schwab Institutional.

College savings (529s, UTMA, etc.) Life insurance needs analysis
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