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Gregory Alan Johnson

Osaic Wealth, Inc.

Belle Plaine, IA

CRD 4647224

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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:

Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-06-10
IA RA APPROVED 2018-11-02
  • TX RA
    APPROVED_RES
    Since 2024-06-10
  • IA RA
    APPROVED
    Since 2018-11-02

Branch Locations

1567 13Th Street, Belle Plaine, IA 52208 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Buena Vista Univ. Storm Lake IA 09/2002 Present
Strellner Agency Group Cedar Rapids IA 06/2002 Present
Signator Investors, Inc. Cedar Rapids IA 05/2016 11/2018
Osaic Wealth, Inc Belle Plaine IA 11/2018 Present
Vantagus Belle Plaine IA 06/2024 Present
  • 09/2002 → Present
    Buena Vista Univ.
    Storm Lake, IA
  • 06/2002 → Present
    Strellner Agency Group
    Cedar Rapids, IA
  • 05/2016 → 11/2018
    Signator Investors, Inc.
    Cedar Rapids, IA
  • 11/2018 → Present
    Belle Plaine, IA
  • 06/2024 → Present
    Vantagus
    Belle Plaine, IA
Previous Registrations
  • 2016-05-13 → 2018-11-02
    Signator Investors, Inc.
    Belle Plaine, IA
    Cedar Rapids, IA
    Rochester, MN
  • 2006-07-26 → 2016-05-13
    Belle Plaine, IA
    Cedar Rapids, IA
    Cedar Rapids, IA
    Rochester, MN
Other Businesses

1. TRIPLE J INSURANCE Position: President/Agent | Nature: C-Corp, subsidiary of Rush Insurance | Investment Related: Yes | Hrs: 10 | Sec Hrs: 10 | Start: 3/1/16 Address: 1567 13th St, Belle Plaine, IA 52208 Description: Receives commissions from property & casualty insurance sales through Rush Insurance. 2. EASTRIDGE ACRES Position: President/Treasurer | Nature: HOA | Investment Related: No | Hrs: 1 | Sec Hrs: 0 | Start: 1/1/14 Address: 7839 11th Ave Trail, Belle Plaine, IA 52208 Description: Conduct meetings, pay bills, and file state reports. 3. POA FOR MARSHA JOHNSON Position: Power of Attorney | Nature: POA for spouse | Investment Related: No | Hrs: 0 | Sec Hrs: 0 | Start: 3/1/13 Address: Belle Plaine, IA 52208 Description: Serves as Power of Attorney. 4. RUSH INSURANCE INC. Position: Secretary | Nature: C-Corp | Investment Related: Yes | Hrs: 2 | Sec Hrs: 2 | Start: 3/1/16 Address: 306 Hwy 1, Mount Vernon, IA 52314 Description: Parent company of Triple J Insurance; established to properly allocate commissions. 5. JOHNSON FINANCIAL SOLUTIONS, INC. Position: Owner | Nature: S-Corp | Investment Related: Yes | Hrs: 5 | Sec Hrs: 5 | Start: 1/1/07 Address: Belle Plaine, IA 52208 Description: Corporate entity used primarily for tax purposes; no business conducted under this name. 6. GREG JOHNSON (SOLE PROPRIETORSHIP) Position: Owner | Nature: Sole Proprietorship | Investment Related: Yes | Hrs: 1 | Sec Hrs: 1 | Start: 7/1/06 Address: 7839 11th Ave Trail, Belle Plaine, IA 52208 Description: Owns office building and inherited farm ground. 7. STRELLNER FINANCIAL GROUP Position: Advisor/Agent | Nature: DBA used for marketing within agency | Investment Related: Yes | Hrs: 5 | Sec Hrs: 2 | Start: 6/1/02 Address: 4840 N River Blvd, Suite 100, Cedar Rapids, IA 52208 Description: Marketing name for advisory business. 8. TRIPLE J HOLDINGS LLC Position: President/Manager | Nature: LLC formed to purchase farm ground | Investment Related: Yes | Hrs: 1 | Sec Hrs: 1 | Start: 12/4/23 Address: 7839 11th Ave Trail, Belle Plaine, IA 52208 Description: Oversees rental arrangements, upkeep, and potential sale/development of farmland. 9. VANTAGUS COACHING Position: Owner/Coach | Nature: Financial advisor coaching business | Investment Related: No | Hrs: 10 | Sec Hrs: 10 | Start: 8/1/24 Address: Belle Plaine, IA 52208 Description: Coaches advisors and recruits participants through public speaking and outreach. 10. VANTAGUS WEALTH (FIXED) Position: Agent | Nature: Fixed insurance sales | Investment Related: Yes | Hrs: 160 | Sec Hrs: 160 | Start: 6/16/25 Address: PO Box 6, Belle Plaine, IA 52208 Description: Sales agent for fixed insurance products. 11. VANTAGUS WEALTH Position: Owner | Nature: DBA for insurance and securities business | Investment Related: Yes | Hrs: 160 | Sec Hrs: 160 | Start: 7/1/25 Address: 1567 13th St, Belle Plaine, IA 52208 Description: DBA for insurance and investment activities. 12. FORTUNAIRE FOUNDATION Position: Board Member | Nature: Community foundation supporting local communities | Investment Related: No | Hrs: 2 | Sec Hrs: 2 | Start: 3/1/26 Address: 1567 13th St, PO Box 6, Belle Plaine, IA 52208 Description: Attends board meetings and leads community service award selection committee. 13. POA FOR JO JOHNSON Position: Power of Attorney | Nature: POA for mother following father's death in March 2025 | Investment Related: Yes | Hrs: 0 | Sec Hrs: 0 | Start: 3/12/25 Address: 1420 79th St Trail, Belle Plaine, IA 52208 Description: No current time commitment required. 14. JOHNSON REAL ESTATE TRUST Position: Co-Trustee | Nature: Irrevocable trust managing farm land contracts | Investment Related: Yes | Hrs: 1 | Sec Hrs: 1 | Start: 3/1/25 Address: 7839 11th Ave Trail, Belle Plaine, IA 52208 Description: Collects contract payments, distributes funds to Jo Johnson, and files annual trust tax returns.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-07-12
S63 Uniform Securities Agent State Law Examination 2003-05-10
  • S65 Uniform Investment Adviser Law Examination
    2006-07-12
  • S63 Uniform Securities Agent State Law Examination
    2003-05-10

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