Daniel A Johnson

Employer firm

Birchcreek Wealth Management, LLC CRD 304207

$300M regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 12/2010 → 08/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miamisburg, OH
• 06/2011 → 08/2019
  Bank Of America, N.A.
  Miamisburg, OH
• 08/2019 → Present
  Birchcreek Wealth Management, Llc
  Miami Township, OH

Previous Registrations

• 2011-01-06 → 2019-08-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miamisburg, OH
• 2008-06-12 → 2009-08-11
  T. Rowe Price Advisory Services, Inc.
  Tampa, FL

Other Businesses

I*93658 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: HABITAT FOR HUMANITY OF GREATER DAYTON INVESTMENT RELATED: N ADDRESS OF BUSINESS: 115 W RIVERVIEW AVE, DAYTON, OHIO 45405 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER, START DATE OF RELATIONSHIP: 6/23/2016 NUMBER OF HOURS DEVOTED: 3 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: SERVE AS MEMBER OF THE EXECUTIVE COMMITTEE TO OVERSEE VARIOUS ASPECTS OF THE ORGANIZATIONS MISSION I*102367 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: ROOK POINT PROPERTIES LLC INVESTMENT RELATED: Y ADDRESS OF BUSINESS: DAYTON, OHIO 45458 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: OFFICER, START DATE OF RELATIONSHIP: 3/1/2017 NUMBER OF HOURS DEVOTED: 5 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: WILL BE LISTED AS OFFICER ON NEWLY FORMED FAMILY-RELATED BUSINESS (LLC) WITH PRIMARY FUNCTION OF PURCHASING, OWNING, AND MANAGING RESIDENTIAL RENTAL REAL ESTATE. OWNERSHIP 50/50 BETWEEN MY WIFE AND NON-CLIENT OWNER.

Exams

• S66 Uniform Combined State Law Examination
  2008-06-06
• S63 Uniform Securities Agent State Law Examination
  2007-10-26

Designations

• Certified Financial Planner