Stefan Arthur Johnson
Investment adviser representative at Osaic Wealth, Inc.
19 yearsExperience
2 statesRegistered in
$234.9BFirm assets
29 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
19 years in the industry.
- Osaic Wealth, Inc.Oct 2025 to now
- Prudential Insurance Company of AmericaJul 2021 to now
- Emmaus Bible CollegeSep 2020 to now
- Group Benefits Ltd. (gbl)Mar 2019 to now
- LPL Enterprise, LLCNov 2024 to Oct 2025
- Pruco Securities, LLC.Jul 2021 to Nov 2024
- Transamerica Financial Advisors, IncSep 2018 to Jul 2021
- World Financial Group, Inc.Aug 2018 to Jul 2021
- Guncheon Financial, LLCApr 2018 to Aug 2018
- The Life Group LLCMar 2017 to Aug 2018
- Emmaus Bible CollegeFeb 2007 to Mar 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 2 states (IA, TX).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 6940314
- Firm CRD
- 23131