Johanson Financial Advisors, Inc.

Johanson Financial Advisors, Inc. (CRD# 159244) is a financial advisory firm headquartered in Campbell, CA. They manage $168,400,000 in 579 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    168
    MILLION
  • Total Number of Accounts
    579
    ACCOUNTS
  • Average Account Value
    $290,846
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, HI, TX

Financial Advisors at Johanson Financial Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
David L. Johanson
CRD#: 1540740
1445 Lakeview Court, San Martin, CA 95046
96
Wealthminder
score

David Johanson (CRD# 1540740) is an Investment Advisor Representative working at Johanson Financial Advisors, Inc. in San Martin, CA and has over 27 years of experience in the finance industry. David Johanson 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.

2
David E. Faulk
CRD#: 5021007
2105 S. Bascom Avenue, Suite 255, Campbell, CA 95128
93
Wealthminder
score

David Faulk (CRD# 5021007) is an Investment Advisor Representative working at Johanson Financial Advisors, Inc. in Campbell, CA and has over 10 years of experience in the finance industry.

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