Derrick Johnson (CRD# 2062807) is an Investment Advisor Representative working at Johnson Wealth Management, LLC in Grand Forks, ND and has over 33 years of experience in the finance industry. Derrick 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# 1968929
Edward Jones
CRD# 2087140
Ameriprise Financial Services, LLC
CRD# 6433662
Osaic Institutions, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Johnson Wealth Management, LLC | Grand Forks, ND | Sep 2002 - Current | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1990 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1997 |
- MN
- ND
-
Total Assets Under Management197MILLIONS
-
Total Number of Accounts444ACCOUNTS
-
Average Account Value$443,378
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, MN, ND
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