Gary William Johnston

Employer firm

Laurel Oak Wealth Management, LLC CRD 336824

$1.40B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Princeton, NJ
• 03/2020 → 07/2025
  Ameriprise Financial Services, Llc
  Marlton, NJ
• 07/2025 → Present
  Laurel Oak Wealth Management Group, Llc
  Marlton, NJ

Previous Registrations

• 2003-04-18 → 2025-08-04
  Ameriprise Financial Services, Llc
  Wilmington, DE
  Marlton, NJ
  Princeton, NJ
  Conshohocken, PA
  Princeton, NJ
  Princeton, NJ
  Princeton, NJ
  Wilmington, DE
  Princeton, NJ
  Marlton, NJ
  Newark, DE
  Olney, MD

Other Businesses

INSURANCE LICENSE; INVESTMENT-RELATED; 525 NJ-73, SUITE 200, MARLTON, NJ 08053; INSURANCE SALES AND ADVICE; 12/24; HOURS DEPENDENT ON CLIENT NEEDS.

Exams

• S66 Uniform Combined State Law Examination
  2003-04-16