David Johnson (CRD# 5251988) is an Investment Advisor Representative working at Right Path Financial LLC in Spring Lake Park, MN and has over 17 years of experience in the finance industry. David Johnson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Right Path Financial LLC | Spring Lake Park, MN | Aug 2020 - Current | 3 |
Case Central, LLC | Arden Hills, MN | Jan 2017 - Current | 7 |
David Johnson, Sole Proprietor | Spring Lake Park, MN | Jan 2015 - Current | 9 |
Gradient Advisors, LLC | Arden Hills, MN | Jul 2014 - Current | 9 |
Case Central, LLC | Arden Hills, MN | Mar 2012 - Dec 2016 | 4 |
Gradient Home Mortgage | Arden Hills, MN | Jul 2013 - Oct 2015 | 2 |
Uber X | Minneapolis, MN | Oct 2014 - Mar 2015 | < 1 |
Gradient Wealth Management, LLC | Arden Hills, MN | Nov 2013 - Jul 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 2007 |
S65 | NASAA Investment Advisors Law Examination | Apr 2008 |
- MN
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Total Assets Under Management5MILLIONS
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Total Number of Accounts102ACCOUNTS
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Average Account Value$46,784
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
MN
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