JL
Johanna M. Lobdell
FUSCO FINANCIAL SERVICES
WILTON MANORS, FL 33305
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CRD#: 2539587
JL
Professional summary
Johanna M. Lobdell, CFP®, who also goes by Johanna Maria Cunningham, Johanna C Mcmichael, Johanna M. Mcmichael, is a registered financial advisor currently at FUSCO FINANCIAL SERVICES INC located in Wilton Manors, Florida and OSAIC WEALTH, INC. located in Wilton Manors, Florida.
Johanna is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Johanna has worked at 4 firms and has passed the Series 66, Series 99TO, SIE, Series 7 and Series 24 exams.
Question & Answer
What are your service offerings?
Investment Planning
Estate Planning
Comprehensive Financial Planni...
Retirement Planning
Are you a "fiduciary"?
Yes
Aliases
Johanna Maria Cunningham | Johanna C Mcmichael | Johanna M. Mcmichael
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 POSITION: Insurance Agent NATURE: Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/1998 ADDRESS: 2402 NE 8th Avenue, Wilton Manors FL 33305 DESCRIPTION: Insurance Sales ***ROTARY POSITION: Volunteer NATURE: ROTARY CLUB OF FORT LAUDERDALE INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 5 START DATE: 06/01/2003 ADDRESS: 1350 E. Sunrise Blvd, Suite 112, Fort Lauderdale FL 33304 DESCRIPTION: Scholarship Committee, Volunteer to help at festivals, meetings, power of one hour etc. ***FUSCO FINANCIAL SERVICES POSITION: Advisor NATURE: FUSCO FINANCIAL SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 06/01/1998 ADDRESS: 2402 NE 8th Avenue, Wilton Manors FL 33305 DESCRIPTION: Advisor ***OFFICE POSITION: Owner/Landlord NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2005 ADDRESS: 2402 NE 8th Avenue, Wilton Manors FL 33305, United States DESCRIPTION: Owner/Landlord ***ROTARY 1090 FOUNDATION SECRETARY POSITION: Secretary NATURE: Rotary 1090 Foundation Board INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 09/01/2023 ADDRESS: 1350 E Sunrise Blvd, Suite 112, Fort Lauderdale FL 33304 DESCRIPTION: We have a foundation but have an investment committee that manages that. I am not on the committee but on the board and we will get updates from the committee.
CRS (Client Relationship Summary) - RIA
Click below to view Johanna M. Lobdell's 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®
Start date: 1999
Experience
Current
January 25, 2002 - Present
FUSCO FINANCIAL SERVICES INC
Office #1: 2402 Ne 8th Ave., Wilton Manors, FL 33305RIA
CRD#: 106841
WILTON MANORS, FL
Current
June 14, 2024 - Present
OSAIC WEALTH, INC.
Office #1: 2402 Ne 8th Ave, Wilton Manors, FL 33305-1214RIA
BD
CRD#: 23131
WILTON MANORS, FL
Past
September 1, 1999 - June 14, 2024
SECURITIES AMERICA, INC.
BD
CRD#: 10205
WILTON MANORS, FL
Past
October 7, 1994 - January 11, 1999
MUTUAL SERVICE CORPORATION
BD
CRD#: 4806
BOSTON, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FF
FUSCO FINANCIAL SERVICES INC
FUSCO FINANCIAL SERVICES INC
CRD#: 106841 / SEC#: 801-120373
RIA
Registered Investment Advisory firm - (2/25/2021 Approved)Colorado
Registered Investment Advisory firm - (3/19/2021 Terminated)Florida
Registered Investment Advisory firm - (3/1/2021 Terminated)Texas
Registered Investment Advisory firm - (3/1/2021 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(6/14/2024)
RR
Alaska(6/14/2024)
RR
Arizona(6/14/2024)
RR
California(6/14/2024)
IAR
Colorado(1/9/2012)
RR
Colorado(6/14/2024)
IAR
Florida(1/25/2002)
RR
Florida(6/14/2024)
RR
Georgia(6/14/2024)
RR
Illinois(6/14/2024)
RR
Iowa(6/14/2024)
RR
Maryland(6/14/2024)
RR
Michigan(6/14/2024)
RR
Montana(6/14/2024)
RR
Nevada(6/14/2024)
RR
New Jersey(6/14/2024)
RR
New Mexico(8/21/2024)
RR
New York(6/14/2024)
RR
North Carolina(6/14/2024)
RR
Ohio(6/14/2024)
RR
Oklahoma(6/14/2024)
RR
South Dakota(6/14/2024)
RR
Tennessee(6/14/2024)
IAR
Texas(6/8/2016)
RR
Texas(6/14/2024)
RR
Utah(6/14/2024)
RR
Virginia(6/14/2024)
RR
Washington(6/14/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
FF
FUSCO FINANCIAL SERVICES INC
FUSCO FINANCIAL SERVICES INC
CRD#: 106841 / SEC#: 801-120373
RIA
Registered Investment Advisory firm - (2/25/2021 Approved)Colorado
Registered Investment Advisory firm - (3/19/2021 Terminated)Florida
Registered Investment Advisory firm - (3/1/2021 Terminated)Texas
Registered Investment Advisory firm - (3/1/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2402 Ne 8th Ave., Wilton Manors, FL 33305
Mailing Address
Phone number
(954) 524-0900
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 228 |
| AUM (Assets Under Management) | $ 143,430,737 |
Red Flags
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Company Information
FUSCO FINANCIAL SERVICES INC
CRD#: 106841Wilton Manors, FL 33305TRUST BUT VERIFY
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Contact information
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