Michael Adam 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

• 06/2016 → 06/2017
  Netsmart Technologies, Inc.
  Overland Park, KS
• 10/2016 → 04/2017
  Quinton's Bar & Deli
  Lawrence, KS
• 01/2018 → 10/2022
  Creative Planning, Inc.
  Overland Park, KS
• 08/2019 → 08/2020
  Helzberg Dianmonds
  Overland Park, KS
• 08/2014 → 12/2017
  University Of Kansas
  Lawrence, KS
• 10/2022 → Present
  Cornerstone Companies
  Overland Park, KS
• 11/2022 → 01/2024
  Woodbury Financial Services Inc
  Overland Park, KS
• 01/2024 → Present
  Osaic Wealth, Inc.
  Overland Park, KS

Previous Registrations

• 2022-11-01 → 2024-01-19
  Woodbury Financial Services, Inc.
  Overland Park, KS
• 2021-10-11 → 2022-10-24
  Creative Planning
  Overland Park, KS
  Overland Park, KS
  Overland Park, KS

Other Businesses

1. CORNERSTONE WEALTH MANAGEMENT, LLC POSITION: Retirement Plan Specialist NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 174 SECURITIES TRADING HOURS: 140 START DATE: 10/24/2022 ADDRESS: 10561 Barkley St, Ste 200, Overland Park KS 66212, United States DESCRIPTION: Assistant to the wealth managers in our office. Those managers are Jonathan Twidwell, Tyler Davidson, & TC Kim. I help with back-office responsibilities as well as anything they need on a day-to-day basis. 2. DOORDASH POSITION: Dasher (Delivery Driver) NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 0 START DATE: 04/15/2024 ADDRESS: 303 2ND ST SUITE 800 SOUTH ST TOWER, SAN FRANCISCO CA 94107, United States DESCRIPTION: Contracted delivery driver for DoorDash. I pick up orders from the restaurant and deliver those orders to the customers. That is the extent of the job.

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-06-30
• S65 Uniform Investment Adviser Law Examination
  2021-10-09