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Daniel A Johnson

BIRCHCREEK WEALTH MANAGEMENT, LLC·MIAMI TOWNSHIP, Ohio
SIE, Series 6, Series 7, Series 63, Series 66CFPClean record18 years registeredBIRCHCREEK WEALTH MANAGEMENT, LLC
2955 EXCHANGE PLACE BLVD., MIAMI TOWNSHIP, OH 45342CRD# 5169351Firm CRD# 304207

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel A Johnson · MIAMI TOWNSHIP, OH
Registration
CRD #5169351 · BIRCHCREEK WEALTH MANAGEMENT, LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

BIRCHCREEK WEALTH MANAGEMENT, LLC
Aug 2019 – present
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Jan 2011 – Aug 2019
MIAMISBURG, OH
T. ROWE PRICE ADVISORY SERVICES, INC.
Jun 2008 – Aug 2009
TAMPA, FL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 66
Registration record
First registered · June 12, 2008
Years registered · 18
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BIRCHCREEK WEALTH MANAGEMENT, LLC
CRD 304207 · SEC 801-116914
AUM
$279M
Regulatory assets under management
Employees
6
250 client accounts
Services offered by BIRCHCREEK WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BIRCHCREEK WEALTH MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Daniel A Johnson offer?
Daniel A Johnson specializes in Financial Planning, Investment Management. Contact their office in MIAMI TOWNSHIP, Ohio for a consultation.
What are Daniel A Johnson's credentials?
Daniel A Johnson holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Daniel A Johnson located?
Daniel A Johnson is based in MIAMI TOWNSHIP, Ohio, working with BIRCHCREEK WEALTH MANAGEMENT, LLC. Their office serves clients in the MIAMI TOWNSHIP metropolitan area and surrounding communities.
How does Daniel A Johnson charge for services?
Daniel A Johnson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BIRCHCREEK WEALTH MANAGEMENT, LLC?
BIRCHCREEK WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $279M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BIRCHCREEK WEALTH MANAGEMENT, LLC

Bryan Hatfield
MIAMI TOWNSHIP, OH

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