Dustin Johnson, financial advisor Belton MO

Dustin Johnson

CRD Number: 5523584
Current Firm: Heritage Asset Management, LLC

Dustin Johnson (CRD# 5523584) is an Investment Advisor Representative working at Heritage Asset Management, LLC in Belton, MO and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Heritage Asset Management, LLC Belton, MO Oct 2022 - Current 1
Heritage Financial Services LLC Belton, MO Apr 2016 - Current 7
Cetera Advisors LLC Denver, CO Nov 2012 - Oct 2022 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2009
Contact Info for Dustin A. Johnson
Phone Number: 816-348-2060
Registered State(s):
  • MO
  • TX
By the Numbers
  • Total Assets Under Management
    106
    MILLIONS
  • Total Number of Accounts
    1,094
    ACCOUNTS
  • Average Account Value
    $96,709
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, IA, KS, LA, MI, MO, NE, OK, TX

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