Daniel A. Johnson
BIRCHCREEK WEALTH MANAGEMENT
Miami Township, OH 45342
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CRD#: 5169351
Professional summary
Daniel A Johnson, CFP® is a registered financial advisor currently at BIRCHCREEK WEALTH MANAGEMENT, LLC located in Miami Township, Ohio.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Daniel has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
What are your service offerings?
Investment Planning
Estate Planning
Retirement Planning
Insurance Planning
Comprehensive Financial Planni...
Tax Planning
Retirement Income Management
Do you have an area of expertise or specialization?
Baby Boomers
Business Owners
Entrepreneurs
Estate & Generational Planning...
High Net Worth Client Needs
Investment Advice with Ongoing...
What is your minimum asset requirement?
1M
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.
I*93658 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: HABITAT FOR HUMANITY OF GREATER DAYTON INVESTMENT RELATED: N ADDRESS OF BUSINESS: 115 W RIVERVIEW AVE, DAYTON, OHIO 45405 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER, START DATE OF RELATIONSHIP: 6/23/2016 NUMBER OF HOURS DEVOTED: 3 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: SERVE AS MEMBER OF THE EXECUTIVE COMMITTEE TO OVERSEE VARIOUS ASPECTS OF THE ORGANIZATIONS MISSION I*102367 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: ROOK POINT PROPERTIES LLC INVESTMENT RELATED: Y ADDRESS OF BUSINESS: DAYTON, OHIO 45458 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: OFFICER, START DATE OF RELATIONSHIP: 3/1/2017 NUMBER OF HOURS DEVOTED: 5 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: WILL BE LISTED AS OFFICER ON NEWLY FORMED FAMILY-RELATED BUSINESS (LLC) WITH PRIMARY FUNCTION OF PURCHASING, OWNING, AND MANAGING RESIDENTIAL RENTAL REAL ESTATE. OWNERSHIP 50/50 BETWEEN MY WIFE AND NON-CLIENT OWNER.
CRS (Client Relationship Summary) - RIA
Click below to view Daniel A Johnson'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: 2012
Experience
Current
August 2, 2019 - Present
BIRCHCREEK WEALTH MANAGEMENT, LLC
Office #1: 2955 Exchange Place Blvd. Suite 103, Miami Township, OH 45342RIA
CRD#: 304207
Miami Township, OH
Past
January 12, 2011 - August 5, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
MIAMISBURG, OH
Past
January 6, 2011 - August 5, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
MIAMISBURG, OH
Past
June 12, 2008 - August 11, 2009
T. ROWE PRICE ADVISORY SERVICES, INC.
RIA
CRD#: 108958
TAMPA, FL
Past
October 1, 2007 - August 11, 2009
T. ROWE PRICE INVESTMENT SERVICES, INC.
BD
CRD#: 8348
TAMPA, FL
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".
BIRCHCREEK WEALTH MANAGEMENT, LLC
BIRCHCREEK WEALTH MANAGEMENT, LLC
CRD#: 304207 / SEC#: 801-116914
RIA
Registered Investment Advisory firm - (7/3/2019 Approved)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
Ohio(8/2/2019)
IAR
Texas(8/21/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
BIRCHCREEK WEALTH MANAGEMENT, LLC
BIRCHCREEK WEALTH MANAGEMENT, LLC
CRD#: 304207 / SEC#: 801-116914
RIA
Registered Investment Advisory firm - (7/3/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2955 Exchange Place Blvd. Suite 103, Miami Township, OH 45342
Mailing Address
Phone number
(937) 567-0646
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 181 |
| AUM (Assets Under Management) | $ 255,299,909 |
Red Flags
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Company Information
BIRCHCREEK WEALTH MANAGEMENT, LLC
CRD#: 304207Miami Township, OH 45342TRUST BUT VERIFY
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