OJ
ChFC

Olin Robert Johanssen

49 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
6 advisors
Number of Clients
21 clients
Average Client Portfolio
$724K average
Assets Under Management
$15.2M

Fee Structure

Minimum Investment:$50K
Hourly Rate:Up to $250/hr

Fees for portfolio management are charged as a percentage of assets under management. For assets between $50,000 and $250,000, the fee ranges from 1.00% to 2.00%. For assets between $250,000 and $1,000,000, the fee ranges from 0.65% to 2.00%. Fees for assets over $1,000,000 are negotiable. If a third-party advisor is selected, their fee schedule will apply. Management fees are generally deducted from client accounts at the end of each calendar quarter, but clients can elect to be billed directly. Fees may be negotiable under certain circumstances. Hourly charges are not to exceed $250.00 per hour, or fees exceeding 2% of assets annually. WCSI generally requires accounts have a minimum of $50,000 when opened, however the minimum may be waived in certain circumstances.

Areas of Practice
Investment ManagementFinancial Planning & Coaching
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Advisor Information

Office location

Dublin, OH

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Olin is involved with Johanssen Financial Services, selling life, health, disability, and long-term care insurance. This non-investment related activity takes about a quarter of Olin's time, with 8 hours during trading hours.

Employment History
Current Registrations
World Choice Securities, INC.
December 2018 - Present · 7 yrs 1 mo
World Choice Securities, INC. Broker
December 2018 - Present · 7 yrs 1 mo
World Choice Securities, INC.
December 2018 - Present · 7 yrs 1 mo
Previous Registrations
On Investment Management CO
November 2016 - December 2018 · 2 yrs 1 mo
The O.N. Equity Sales CompanyBroker
November 2016 - December 2018 · 2 yrs 1 mo
Voya Financial Advisors, INC. Broker
January 2004 - November 2016 · 12 yrs 10 mos
Voya Financial Advisors, INC.
January 2004 - November 2016 · 12 yrs 10 mos
Locust Street Securities, INC.
March 2002 - January 2004 · 1 yr 10 mos
Locust Street Securities, INC.Broker
January 2002 - January 2004 · 2 yrs
Washington Square Securities, INC. Broker
January 1999 - December 2001 · 2 yrs 11 mos
Royal Alliance Associates, INC. Broker
April 1994 - December 1998 · 4 yrs 8 mos
New England SecuritiesBroker
July 1990 - April 1994 · 3 yrs 9 mos
Royal Alliance Associates, INC. Broker
November 1989 - July 1990 · 8 mos
Integrated Resources Equity CorporationBroker
August 1988 - November 1989 · 1 yr 3 mos
The Great-West Life Assurance CompanyBroker
May 1987 - October 1988 · 1 yr 5 mos
Morison Securities, INC.Broker
April 1987 - September 1988 · 1 yr 5 mos
Penn Mutual Equity Services, INC. Broker
August 1976 - April 1987 · 10 yrs 8 mos
State Registrations5 states
CAFLMIMOOH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.