Danae Johnson, financial advisor Salem OR
90 score

Danae Johnson

CRD Number: 5977605
Current Firm: Kms Financial Services, Inc.

Danae Johnson (CRD# 5977605) is an Investment Advisor Representative working at Kms Financial Services, Inc. in Salem, OR and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Kms Financial Services, Inc. Seattle, WA Sep 2011 - Current 5
Capital Financial Planners, LLC Salem, OR Oct 2008 - Current 8
Marks On The Channel Scappoose, OR Jun 2008 - Oct 2008 < 1
Kupl Portland, OR Jun 2008 - Oct 2008 < 1
University Of Oregon Bookstore Eugene, OR Sep 2007 - Jun 2008 < 1
University Of Oregon Eugene, OR Sep 2004 - Jun 2008 3
Mark's On The Channel Scappoose, OR Jun 2007 - Sep 2007 < 1
University Of Oregon Bookstore Eugene, OR Sep 2006 - Jun 2007 < 1
Marks On The Channel Scappoose, OR Jun 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2011
Contact Info for Danae N. Johnson
Phone Number: [206]441-2885
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    5,174
    MILLIONS
  • Total Number of Accounts
    24,587
    ACCOUNTS
  • Average Account Value
    $210,434
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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

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