Valerie Johnson is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Springfield, IL, with 43 years of industry experience. Valerie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
3051 Hollis Drive, 3rd Floor, Springfield, IL, 62704
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Valerie works as a financial advisor for Sikich Financial, dedicating nearly full-time hours to this role. She also serves as a board member for Skylight Music Theatre, a non-profit organization, spending minimal time on this activity.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Sikich Financial
Previous Registrations
Triad Advisors LLCBroker
Triad Advisors, INC.Broker
NFP Securities, INC.Broker
Kolb+co. Financial Advisers, LLC
Pruco Securities, LLC.Broker
Citistreet Financial Services LLC
Citistreet Equities LLCBroker
Intangible Marketing, INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.