Matthew J Johnson

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2001 → Present
  Fortis Investors, Inc.
  Creve Coeur, MO
• 01/2024 → Present
  Osaic Wealth, Inc.
  Chesterfield, MO

Previous Registrations

• 2009-01-13 → 2024-01-19
  Woodbury Financial Services, Inc.
  Chesterfield, MO
  St Robert, MO

Other Businesses

1)Johnson Condo Position: Owner/Partner; Nature: Vacation/Rental property; Investment Related: Yes; NUMBER OF HOURS 2 SECURITIES TRADING HOURS 0 Start Date 03/01/2010 ADDRESS: 321 Parkview Bay Eagle View Dr. Osage Beach, MO 65065 DESCRIPTION: Rental, maintenance, financial obligations. 2)NEW MELLE SPORTS AND RECREATION POSITION: Board Member / Treasurer NATURE: Non Profit INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 12/14/2010 ADDRESS: 4700 Hwy Z, New Melle MO 63365 DESCRIPTION: I serve as a Board Member helping to guide the strategic direction of the organization. 3) CSE STRATEGY PARTNER - FIXED INSURANCE POSITION: Owner / Founding Partner NATURE: CSE Strategy Partners is an LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 4 START DATE: 08/23/2012 ADDRESS: 16640 Chesterfield Grove Road, Suite 170, Chesterfield MO 63005, United States DESCRIPTION: Provide Fixed Insurance, Fixed Annuities , Long term Care and Disability Products to qualified clients. Serve as agency when needed. 4)CSE Strategy Partners POSITION: Owner/Founding Partner NATURE: LLC; INVESTMENT RELATED: yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 08/23/2012 ADDRESS: 15450 S OUTER FORTY DR STE 250, CHESTERFIELD, MO 63017 DESCRIPTION: CSE Strategy Partners is the marketing and DBA of all investment, insurance, consulting and business management. As the Owner responsible for the financial obligations and business operations that run through this organization.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-22
• S63 Uniform Securities Agent State Law Examination
  1998-01-12

Other Names

• Matthew Johnson