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Daniel A Johnson

Daniel A. Johnson

BIRCHCREEK WEALTH MANAGEMENT
Miami Township, OH 45342
Some features on this profile are disabled
CRD#: 5169351
Daniel A Johnson

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.

Core Areas of Focus

Baby Boomers
Business Owners
Entrepreneurs
Estate & Generational Planning Issues
High Net Worth Client Needs
Investment Advice with Ongoing Management

Question & Answer

What are your service offerings?
Investment Planning
Estate Planning
Retirement Planning
Insurance Planning
Comprehensive Financial Planni...
Tax Planning
Retirement Income Management
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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel A Johnson'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: 2012

Experience

Current

August 2, 2019 - Present

BIRCHCREEK WEALTH MANAGEMENT, LLC

Office #1: 2955 Exchange Place Blvd. Suite 103, Miami Township, OH 45342
RIA
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
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
RR
IAR
Series 66
Date: 6/6/2008
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 10/26/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/22/2008
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 9/28/2007
Investment Company Products/Variable Contracts Representative Examination

Current Firm

BIRCHCREEK WEALTH MANAGEMENT, LLC
BIRCHCREEK WEALTH MANAGEMENT, LLC
BIRCHCREEK WEALTH MANAGEMENT, LLC

CRD#: 304207 / SEC#: 801-116914

RIA
Registered Investment Advisory firm - (7/3/2019 Approved)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BIRCHCREEK WEALTH MANAGEMENT, LLC DISCLOSURE BROCHURE, BROCHURE SUPPLEMENT, AND PRIVACY POLICY (6/11/2025)

Regulatory assets under management

Total Number of Accounts181
AUM (Assets Under Management)$ 255,299,909

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.

Company Information

BIRCHCREEK WEALTH MANAGEMENT, LLC

BIRCHCREEK WEALTH MANAGEMENT, LLC

CRD#: 304207Miami Township, OH 45342

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