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Michael Bland Johnson

Osaic Wealth, Inc.

Lewes, DE

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2024-01-19
TX RA APPROVED_RES 2024-01-19
  • DE RA
    APPROVED
    Since 2024-01-19
  • TX RA
    APPROVED_RES
    Since 2024-01-19

Branch Locations

404-A East Savannah Road, Lewes, DE 19958 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Johnson Insurance & Financial Services Georgetown DE 02/1992 Present
Self Employed - Agent/Broker Georgetown DE 02/1992 Present
Johnson Tax Service Georgetown DE 01/1995 Present
Questar Capital Corporation Minneapolis MN 07/1999 03/2019
Questar Asset Management Minneapolis MN 01/2005 03/2019
Woodbury Financial Services, Inc. Georgetown DE 03/2019 01/2024
Osaic Wealth, Inc. Georgetown DE 01/2024 Present
Lindenberg Financial Services Lewes DE 07/2025 Present
  • 02/1992 → Present
    Johnson Insurance & Financial Services
    Georgetown, DE
  • 02/1992 → Present
    Self Employed - Agent/Broker
    Georgetown, DE
  • 01/1995 → Present
    Johnson Tax Service
    Georgetown, DE
  • 07/1999 → 03/2019
    Questar Capital Corporation
    Minneapolis, MN
  • 01/2005 → 03/2019
    Questar Asset Management
    Minneapolis, MN
  • 03/2019 → 01/2024
    Woodbury Financial Services, Inc.
    Georgetown, DE
  • 01/2024 → Present
    Georgetown, DE
  • 07/2025 → Present
    Lindenberg Financial Services
    Lewes, DE
Previous Registrations
  • 2019-03-01 → 2024-01-19
    Woodbury Financial Services, Inc.
    Georgetown, DE
  • 2005-01-06 → 2019-03-01
    Questar Asset Management, Inc.
    Georgetown, DE
  • 1999-07-26 → 2005-12-31
    Questar Capital Corporation
    Georgetown, DE
    Georgetown, DE
    Minneapolis, MN
Other Businesses

1) PENINSULA FINANCIAL GROUP. POSITION: President/Owner. NATURE: Tax Preparation. INVESTMENT RELATED: No NUMBER OF HOURS: 80 DURING TAX SEASON SECURITIES TRADING HOURS: 40 DURING TAX SEASON START DATE: 7/29/2010 ADDRESS: 13 Bridgeville Rd, Georgetown DE 19947, United States DESCRIPTION: Tax preparation and planning. 2)LINDENBERG FINANCIAL POSITION: Financial Advisor/Consultant NATURE: Sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 35 START DATE: 07/01/2025 ADDRESS: 404A Savannah Rd, Lewes DE 19958, United States DESCRIPTION: My insurance investment & advisory business was sold to Lindenberg Financial Services effective 07/01/2025. As part of the 5 yr buyout I am paid consultant fee(1099), asset principal & interest. I assist in the transition of clients to the Lindenberg team. 3) PENINSULA FINANCIAL GROUP. POSITION: President/Owner. NATURE: Sales & service. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 35 START DATE: 11/01/2002 ADDRESS: 13 Bridgeville Rd, Georgetown DE 19947, US DESCRIPTION: Offering life, health & LTC insurance to general public. 4) ROUTE NINE ENTERPRISES LLC POSITION: Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/27/2015 ADDRESS: 13 Bridgeville Rd, Georgetown DE 19947-2105, US DESCRIPTION: Treasurer. Collect rent from billboard built & rented on property. Commercial property development. 5) PENINSULA HEALTH ALLIANCE,INC POSITION: President NATURE: S Corp & Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 12/16/1999 ADDRESS: 13 Bridgeville Rd, Georgetown DE 19947-2105, United States DESCRIPTION: Sales & service of life, health & LTC insurance to general public. Corp also pays staff/assistants(payroll) from Corp business account as employees. 6) PENINSULA FINANCIAL GROUP POSITION: PRESIDENT NATURE: S CORP INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2020 ADDRESS: 13 Bridgeville Rd, Georgetown DE 19947-2105, United States DESCRIPTION: Through my S Corp, Peninsula Financial Group, I manage the office building that I sold in 2019 & leased back for 5yrs. The building previously was owned by DJS Enterprises which in turn was owned jointly by me & Terry Dorey, a retired Questar Capital rep. As a retiree Mr. Dorey wanted to sell the property & close out DJS as a LLC. DJS was previously an approved OBA but has since been closed & removed from my OBAs. As the prior manager of the property & now with a 5 yr lease I have continued with the property management. Kit Ryan, another WFS rep & I share the office expenses. Other vacant offices are available for rent as well. For ease of administration, my S Corp, Peninsula Financial Group, collects rent, pays expenses(utilities, repairs, maintenance, etc.). Operations are essentially same as DJS provided until property sale & dissolution of DJS. Property is currently rented on a break even basis with no intention to generate profits as any income is reinvested into property maintenance. 7. PENINSULA HEALTH ALLIANCE,INC POSITION: President NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 12/16/1999 ADDRESS: 13 Bridgeville Rd, Georgetown DE 19947-2105, United States DESCRIPTION: Corp also pays staff/assistants(payroll) from Corp business account as employees. 8. PENINSULA FINANCIAL GROUP INC POSITION: President NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 07/29/2010 ADDRESS: 13 Bridgeville Rd, Georgetown DE 19947-2105, United States DESCRIPTION: Provide individual tax preparation & planning services. Oversees management of office building including leasing of offices, collection of rent, payment of bills, & property management. This was previously handled by DJS Enterprises LLC which has since been closed when the property was sold in 2019.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-01-07
S65 Uniform Investment Adviser Law Examination 1999-01-07
  • S63 Uniform Securities Agent State Law Examination
    1999-01-07
  • S65 Uniform Investment Adviser Law Examination
    1999-01-07
Other Names
  • Mike Johnson

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