Murray
Johnston

Osaic Institutions, Inc

CRD#1764304
Investment Advisor
in Waseca, MN

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About this Advisor

Murray Johnston is a financial advisor based in Waseca, Minnesota, working with Osaic Institutions, Inc. Murray has previously held a position at Feltl And Company. Murray has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Minnesota. Currently, Murray is part of Osaic Institutions, Inc, which operates out of Waseca, Minnesota. The firm has 557 offices and 722 employees. The firm manages assets totaling $3.6 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Osaic Institutions, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

299 Johnson Ave Sw Suite 130,
Waseca, MN 56093

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Osaic Institutions, Inc Brokerage Details

Total Assets Under Management

$3,626,644,800

MN Average: $5,297,377,271
Total Number of Employees

722

MN Average: 35
Total Number of Accounts

8,478

MN Average: 690
Average Account Size

$427,771

MN Average: $7,677,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Murray Johnston Work History

2012 - Present (12 years)

Feltl And Company

Disclosures

Please visit the SEC profile of Murray Johnston to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Osaic Institutions, Inc

Bret Kinzler
Fargo, ND
Wendy Maczko
Minneapolis, MN
Amy Grieves
Chapel Hill, NC
Justin Perri
Cornelius, NC
Simion Procopenco
Centerville, MA
Charles Claver
Beverly Hills, CA
Peter Aiello
Canton, MA
James Mckenna
Dover, NH

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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