Unclaimed Profile

Donald Andrew Johnson

CAPITAL FORMATION STRATEGIES INC·ST PAUL, Minnesota

Series 1, Series 63Clean record11 years registeredCAPITAL FORMATION STRATEGIES INC

2550 UNIVERSITY AVE W., ST PAUL, MN 55114CRD# 705491Firm CRD# 111124

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Donald Andrew Johnson · ST PAUL, MN

Registration

CRD #705491 · CAPITAL FORMATION STRATEGIES INC · 11 years registered

Brand Profile

Not yet started

Career History

DUNNAVAN & CO.

Jan 2021 – present

CAPITAL FORMATION STRATEGIES INC

Jan 2015 – Dec 2020

ST PAUL, MN

Registrations & Exams

FINRA examinations passed

Series 1

Series 63

Registration record

First registered · January 2, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPITAL FORMATION STRATEGIES INC

CRD 111124 · SEC 801-80916

AUM

$135M

Regulatory assets under management

Employees

448 client accounts

Services offered by CAPITAL FORMATION STRATEGIES INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CAPITAL FORMATION STRATEGIES INC →

Introduction

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Frequently Asked Questions

What services does Donald Andrew Johnson offer?

Donald Andrew Johnson specializes in Financial Planning, Investment Management. Contact their office in ST PAUL, Minnesota for a consultation.

What are Donald Andrew Johnson's credentials?

Donald Andrew Johnson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Donald Andrew Johnson located?

Donald Andrew Johnson is based in ST PAUL, Minnesota, working with CAPITAL FORMATION STRATEGIES INC. Their office serves clients in the ST PAUL metropolitan area and surrounding communities.

How does Donald Andrew Johnson charge for services?

Donald Andrew Johnson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPITAL FORMATION STRATEGIES INC?

CAPITAL FORMATION STRATEGIES INC has approximately 3 employees and manages $135M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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