Ronald Lee Johnson
Investment adviser representative at Osaic Advisory Services, LLC
34 yearsExperience
2 statesRegistered in
$15.5BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
34 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- Osaic Advisory Services, LLCNov 2023 to now
- Triad Hybrid SolutionsNov 2023 to now
- Self-emp/life Ins. AgentJan 1994 to now
- Self-employedSep 1992 to now
- Triad AdvisorsNov 2023 to Aug 2024
- Parkland Securities LLCOct 2020 to Nov 2023
- Sigma Planning CorporationOct 2020 to Nov 2023
- Parkland SecuritiesAug 2014 to Jun 2019
- SpcMar 2010 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Osaic Advisory Services, LLC
$15.5BAssets managed
29,898Clients
348Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2616535
- Firm CRD
- 171070