Dana Johnson, financial advisor Topeka KS
93 score

Dana Johnson

CRD Number: 4587091
Current Firm: Waddell & Reed

Dana Johnson (CRD# 4587091) is an Investment Advisor Representative working at Waddell & Reed in Topeka, KS and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Various Insurance Carriers For W&r Insurance Agencies Inc. Topeka, KS Apr 2013 - Current 3
Waddell & Reed Inc. Topeka, KS Aug 2012 - Current 4
Waddell & Reed, Inc. Topeka, KS Jun 2007 - Current 9
Terrence J Martin Topeka, KS Aug 2012 - Mar 2015 2
Terrence Martin Topeka, KS Dec 2007 - Mar 2015 7
Terrence Martin Topeka, KS Sep 2010 - Aug 2012 1
Terrence Martin Topeka, KS May 2007 - Sep 2010 3
John Martin Topeka, KS Feb 2006 - May 2007 1
Waddell & Reed, Inc. Topeka, KS Feb 2006 - May 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2007
S65 NASAA Investment Advisors Law Examination Feb 2013
Contact Info for Dana M. Johnson
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • CA
  • CO
  • CT
  • KS
  • MN
  • MO
  • NV
  • NC
  • OH
  • TX
  • WA
  • FL
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • 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
  • Selection of other advisers (including private fund managers)
  • 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, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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