David Johnson, financial advisor Spring Lake Park MN

David Johnson

CRD Number: 5251988
Current Firm: Right Path Financial LLC

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.

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Professional Designations
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
Contact Info for David J. Johnson
Phone Number: 763-258-9656
Registered State(s):
  • MN
Current Firm Details
Right Path Financial LLC
Firm's CRD Number: 310268
By the Numbers
  • Total Assets Under Management
    5
    MILLIONS
  • Total Number of Accounts
    102
    ACCOUNTS
  • Average Account Value
    $46,784
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

MN

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