Michael Sean Johnson

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 06/1998 → 01/2025
  Lincoln Financial Advisors Corporation
  Rochester, NY
• 01/2025 → 10/2025
  Osaic Wealth, Inc.
  Rochester, NY
• 10/2025 → Present
  Lpl Financial
  Rochester, NY

Previous Registrations

• 2025-01-24 → 2025-10-29
  Osaic Wealth, Inc.
  Rochester, NY
  Rochester, NY
• 2001-05-17 → 2025-01-24
  Osaic Fa, Inc.
  Rochester, NY
  Rochester, NY

Other Businesses

1. 09/2025 - Bridgewell Advisors - DBA for LPL Business (entity for LPL business) - Investment related - 160 Hrs/Mth - 8 Hrs During Trading - At Reported Business Location(s) - OBA start date: 10/27/2025 2. 09/2025 - Michael S.Johnson - Non-Variable Insurance - Investment related - 02 Hrs/Mth - 00 Hrs During Trading - Rochester, NY 14623 - OBA start date: 09/15/2025

Exams

• S63 Uniform Securities Agent State Law Examination
  1988-05-13

Designations

• Chartered Financial Consultant