Douglas Johnson, financial advisor Grand Rapids MI
90 score

Douglas Johnson

CRD Number: 6307738
Current Firm: Grand Wealth Management, LLC

Douglas Johnson (CRD# 6307738) is an Investment Advisor Representative working at Grand Wealth Management, LLC in Grand Rapids, MI and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Grand Wealth Management, LLC Grand Rapids, MI Jan 2012 - Current 6
Legacy Trust Grand Rapids, MI Feb 2008 - Jan 2012 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2014
Contact Info for Douglas A. Johnson
Phone Number: (616) 451-4228
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    222
    MILLIONS
  • Total Number of Accounts
    321
    ACCOUNTS
  • Average Account Value
    $691,640
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

MI

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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