Gary W. Johnston

LAUREL OAK WEALTH MANAGEMENT | Private Wealth Advisor

MARLTON, NJ 08053

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CRD#: 1645244

Professional summary

Gary William Johnston, CFP® is a registered financial advisor currently at LAUREL OAK WEALTH MANAGEMENT, LLC located in Marlton, New Jersey.

Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Gary has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Estate Planning

Retirement Planning

Investment Planning

Employee and Employer Plan Ben...

Insurance Planning

Tax Planning

Comprehensive Financial Planni...

What is your minimum asset requirement?

100K

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

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

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary William Johnston's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2006

Experience

Current

July 23, 2025 - Present

LAUREL OAK WEALTH MANAGEMENT, LLC

Office #1: 525 Nj-73 Suite 200, Marlton, NJ 08053

RIA

CRD#: 336824

MARLTON, NJ

Past

April 18, 2003 - August 4, 2025

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

NEWARK, DE

Past

April 3, 2003 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

April 3, 2003 - August 4, 2025

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

NEWARK, DE

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Delaware
(7/23/2025)

IAR

New Jersey
(7/23/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/16/2003

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/1/2003

General Securities Representative Examination

Current Firm

LAUREL OAK WEALTH MANAGEMENT, LLC

LAUREL OAK WEALTH MANAGEMENT GROUP, LLC | TAORMINA WEALTH ADVISORY GROUP LLC | LAUREL OAK WEALTH MANAGEMENT, LLC

CRD#: 336824 / SEC#: 801-133907

RIA

Registered Investment Advisory firm - (7/18/2025 120-Day Approval)

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Contact information

Main Address

525 Nj-73 Suite 200, Marlton, NJ 08053

Mailing Address

Phone number

(856) 519-0200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV SUPPLEMENT WRAP BROCHURE - LAUREL OAK WEALTH MANAGEMENT (11/14/2025)

ADV 2A DISCLOSURE BROCHURE - LAUREL OAK WEALTH MANAGEMENT (11/14/2025)

Regulatory assets under management

Total Number of Accounts	4,525
AUM (Assets Under Management)	$ 1,336,284,410

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Gary W. Johnston

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary William Johnston's CRS (Customer Relationship Summary).

Certified licenses

Experience

LAUREL OAK WEALTH MANAGEMENT, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/16/2003

SIE

Date: 10/1/2018

Series 7

Date: 4/1/2003

Current Firm

LAUREL OAK WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LAUREL OAK WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Contact information

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