Michael David 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

• 07/2008 → 01/2025
  Lincoln Financial Securities Corporation
  San Antonio, TX
• 01/2025 → Present
  Osaic Wealth, Inc.
  San Antonio, TX

Previous Registrations

• 1993-08-19 → 2025-01-24
  Osaic Fs, Inc.
  San Antonio, TX

Other Businesses

1) MICHAEL D. JOHNSON 12519 GEORGIAN OAKS DRIVE SAN ANTONIO, TX 78230 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS DISABILITY, FIXED, AND TRADITIONAL INSURANCE PRODUCTS. START DATE: 5/86 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 20 2) MICHAEL JOHNSON SAN ANTONIO, TX 78230 CATEGORY: FIDUCIARY FOR IMMEDIATE FAMILY MEMBER INVESTMENT RELATED: NO TITLE: TRUSTEE DUTIES: MANAGE INVESTMENT ACCOUNTS HELD IN TRUST START DATE: 02/2020 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 3)MICHAEL D. JOHNSON, 12519 GEORGIAN OAKS, SAN ANTONIO, TX 78231 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERS DISABILITY AND TRADITIONAL LIFE INSURANCE ALONG WITH FIXED ANNUITIES START DATE: 05/1986 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-03-04

Other Names

• Mike Johnson