Olin R. Johanssen

WORLD CHOICE SECURITIES

Dublin, OH 43016

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CRD#: 825477

Professional summary

Olin Robert Johanssen is a registered financial advisor currently at WORLD CHOICE SECURITIES, INC. located in Dublin, Ohio.

Olin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1976. Olin has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 1 exams.

Question & Answer

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.

JOHANSSEN FINANCIAL SERVICES, non investment related, 4465 Summit View Rd, Dublin, OH 43016, life and health insurance, 35 hours/month, 8 during trading, 12/1975, selling life health, disability, and long term care insurance.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Olin Robert Johanssen's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Olin Robert Johanssen'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®

None

Experience

Current

December 4, 2018 - Present

WORLD CHOICE SECURITIES, INC.

Office #1: 4465 Summitview Road, Dublin, OH 43016

RIA

CRD#: 30933

Dublin, OH

Current

December 4, 2018 - Present

WORLD CHOICE SECURITIES, INC.

Office #1: 7650 Rivers Edge Drive Suite 260, Columbus, OH 43235

RIA

CRD#: 30933

Columbus, OH

Past

November 10, 2016 - December 18, 2018

ON INVESTMENT MANAGEMENT CO

RIA

CRD#: 105662

Dublin, OH

Past

November 9, 2016 - December 18, 2018

THE O.N. EQUITY SALES COMPANY

CRD#: 2936

DUBLIN, OH

Past

January 1, 2004 - November 10, 2016

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

COLUMBUS, OH

Past

January 1, 2004 - November 10, 2016

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

COLUMBUS, OH

Past

March 20, 2002 - January 1, 2004

LOCUST STREET SECURITIES, INC.

RIA

CRD#: 1703

POWELL, OH

Past

January 8, 2002 - January 1, 2004

LOCUST STREET SECURITIES, INC.

CRD#: 1703

DES MOINES, IA

Past

January 7, 1999 - December 31, 2001

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

WINDSOR, CT

Past

April 6, 1994 - December 31, 1998

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

July 16, 1990 - April 15, 1994

NEW ENGLAND SECURITIES

CRD#: 615

NEW YORK, NY

Past

November 19, 1989 - July 25, 1990

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

August 17, 1988 - November 19, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

Past

May 20, 1987 - October 11, 1988

THE GREAT-WEST LIFE ASSURANCE COMPANY

CRD#: 5927

Past

April 3, 1987 - September 1, 1988

MORISON SECURITIES, INC.

CRD#: 8097

Past

August 2, 1976 - April 6, 1987

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

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.

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

California
(1/2/2019)

Florida
(1/2/2019)

Michigan
(12/4/2018)

Missouri
(12/4/2018)

Ohio
(12/4/2018)

IAR

Ohio
(12/4/2018)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/30/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/30/1985

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/20/1985

General Securities Representative Examination

General Industry/Product Exam

Series 1

Date: 7/24/1976

Registered Representative Examination

SRO Registrations

FINRA

Current Firm

WORLD CHOICE SECURITIES, INC.

PB & T FINANCIAL SERVICES, INC. | WORLD CHOICE SECURITIES, INC.

CRD#: 30933 / SEC#: , 8-45235

Florida

Registered Investment Advisory firm - SEC (6/22/2005 Approved)

Ohio

Registered Investment Advisory firm - SEC (4/10/2018 Approved)

Texas

Registered Investment Advisory firm - SEC (1/1/1993 Approved)

Broker-Dealer Firm Regulated by FINRA (Chicago district office)

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Contact information

Main Address

7650 Rivers Edge Drive Suite 260, Columbus, OH 43235

Mailing Address

7650 Rivers Edge Drive Suite 260, Columbus, OH 43235

Phone number

(614) 436-0231

Established

Texas since 09/10/1992

Firm type

Corporation

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (24 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Direct owners and executive officers

Name	Position	CRD#
WCS FINANCIAL GROUP, INC.	HOLDING COMPANY
CARGIN, ROBERT KENNETH	CHIEF COMPLIANCE OFFICER	1825995
CARGIN, ROBERT KENNETH	PRESIDENT/SECRETARY/TREASURER/FINOP	1825995

Regulatory assets under management

Total Number of Accounts	45
AUM (Assets Under Management)	$ 24,955,000

Disclosures

Regulatory Event

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.

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Advisor Monitoring

Firm Stability Insights

Olin R. Johanssen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Olin Robert Johanssen's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Olin Robert Johanssen's CRS (Customer Relationship Summary).

Certified licenses

Experience

WORLD CHOICE SECURITIES, INC.

ON INVESTMENT MANAGEMENT CO

THE O.N. EQUITY SALES COMPANY

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

LOCUST STREET SECURITIES, INC.

LOCUST STREET SECURITIES, INC.

VOYA FINANCIAL ADVISORS, INC.

OSAIC WEALTH, INC.

NEW ENGLAND SECURITIES

OSAIC WEALTH, INC.

INTEGRATED RESOURCES EQUITY CORPORATION

THE GREAT-WEST LIFE ASSURANCE COMPANY

MORISON SECURITIES, INC.

HORNOR, TOWNSEND & KENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/30/1998

Series 63

Date: 10/30/1985

SIE

Date: 10/1/2018

Series 7

Date: 4/20/1985

Series 1

Date: 7/24/1976

FINRA

Current Firm

WORLD CHOICE SECURITIES, INC.

Contact information

FINRA licenses (24 States and Territories)

Documents

Direct owners and executive officers

Regulatory assets under management

Disclosures

Red Flags

Company Information

WORLD CHOICE SECURITIES, INC.

TRUST BUT VERIFY

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