Sandra Dalene Johnson

Financial advisor at Osaic Wealth, Inc. · Scottsdale, AZ

Last updated 2026-10-10

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Sandra Dalene Johnson is a financial advisor at Osaic Wealth, Inc. in Scottsdale, AZ, CRD 3131803. Licenses and exams on the registration: Series 66. IAPD registration began 2016-03-08.

Registration

CRD number
3131803
Registration status
Active
IAPD registration
2016-03-08
Industry Experience
10 years
Work Experience
12 years
States registered
OH

Licenses and exams

  • Series 66

Work history

  • 2014-02 to 2019-09 · AXA Advisors, LLC · New York, NY
  • 2019-09 to Present · Sagepoint Financial · Phoenix, AZ

Current employment

SEC IAPD record for Sandra Dalene Johnson

Osaic Wealth, Inc.

Regulatory AUM
$234,858,518,740
Registered advisors
8,060
Offices
4,720
Clients per advisor
71.4 (Moderate)
Average AUM per client
$408.1K (Low)
High-net-worth client ratio
9.6% (Low)

Osaic Wealth, Inc.: advisors, services and reported ETF investments

About

Sandra Dalene Johnson is a financial advisor at Osaic Wealth, Inc. in Scottsdale, AZ. Reported securities licenses include Series 66. The latest record indicates 10 years of industry experience and 12 years of reported work history. Reported roles include Sagepoint Financial, AXA Advisors, LLC.

Osaic Wealth, Inc.'s firm-level Form ADV reports 8,060 advisors across 4,720 offices; approximately 71.4 clients per advisor, average assets per client of $408,086, and regulatory AUM of $234.9B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pooled investment vehicles, Pension and profit-sharing plans, Charitable organizations; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.

What this firm offers

Filed by Osaic Wealth, Inc. on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Educational Seminars or Workshops

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Insurance Broker or Agent
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Trust Company
  • Insurance Company or Agency
  • Pension Consultant
  • Sponsor or GP of Pooled Investment Vehicl

Location

18700 N. Hayden Road, Scottsdale, AZ 85255

347 advisors at this office.

Osaic Wealth office in Scottsdale, AZ

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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