Daniel A Johnson
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Investment Management
- Estate & Legacy Planning
- Retirement Planning
- Risk Management & Insurance
- Financial Planning
- Tax Planning
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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SOLTIS INVESTMENT ADVISORS, LLC
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Disclosures on record.
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Credentials
Years of Experience
19 years in the financial services industry
Current & Past Employments
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Current Firm
BIRCHCREEK WEALTH MANAGEMENT, LLC
Contact Information
Main Address
2955 Exchange Place Blvd. Suite 103, Miami Township, OH 45342Phone Number
(937) 567-0646# of Employees
5SEC notice filing (7 States and Territories)
Registered to provide investment advisory services in 7 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
195AUM (Assets Under Management)
$300,102,308Similar Advisors
SOLTIS INVESTMENT ADVISORS, LLC
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.
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Primary Firm SEC Registration
BIRCHCREEK WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
(8/2/2019)
(8/21/2019)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Sep 2007About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Daniel A Johnson's CRS (Customer Relationship Summary).
Services Offered by Daniel
- Investment Management
- Estate & Legacy Planning
- Retirement Planning
- Risk Management & Insurance
- Financial Planning
- Tax Planning
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SOLTIS INVESTMENT ADVISORS, LLC
