AdvisorOS Directory
Claim Profile
Unclaimed Profile
DJ

Derrick Peter Johnson

JOHNSON WEALTH MANAGEMENT, LLC·GRAND FORKS, North Dakota
Series 6, Series 7, Series 24, Series 63, Series 65Clean record24 years registeredJOHNSON WEALTH MANAGEMENT, LLC
322 DEMERS AVENUE, GRAND FORKS, ND 58201CRD# 2062807Firm CRD# 123105

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Derrick Peter Johnson · GRAND FORKS, ND
Registration
CRD #2062807 · JOHNSON WEALTH MANAGEMENT, LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

JOHNSON WEALTH MANAGEMENT, LLC
Sep 2002 – present
THRIVENT INVESTMENT MANAGEMENT INC.
Aug 2002 – Sep 2002
GRAND FORKS, ND
LUTHERAN BROTHERHOOD SECURITIES CORP
Aug 2001 – Aug 2002
GRAND FORKS, ND
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · August 29, 2001
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
JOHNSON WEALTH MANAGEMENT, LLC
CRD 123105 · SEC 801-110295
AUM
$197M
Regulatory assets under management
Employees
2
444 client accounts
Services offered by JOHNSON WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at JOHNSON WEALTH MANAGEMENT, LLC →
Introduction

Speak with Derrick

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Derrick is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in GRAND FORKS?

Browse all registered financial advisors in GRAND FORKS, North Dakota or claim this profile if it's yours.

Browse GRAND FORKS AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Derrick Peter Johnson offer?
Derrick Peter Johnson specializes in Financial Planning, Investment Management. Contact their office in GRAND FORKS, North Dakota for a consultation.
What are Derrick Peter Johnson's credentials?
Derrick Peter Johnson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Derrick Peter Johnson located?
Derrick Peter Johnson is based in GRAND FORKS, North Dakota, working with JOHNSON WEALTH MANAGEMENT, LLC. Their office serves clients in the GRAND FORKS metropolitan area and surrounding communities.
How does Derrick Peter Johnson charge for services?
Derrick Peter Johnson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JOHNSON WEALTH MANAGEMENT, LLC?
JOHNSON WEALTH MANAGEMENT, LLC has approximately 2 employees and manages $197M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in GRAND FORKS, North Dakota

Todd Michael Vandusen
BRADY MARTZ WEALTH SOLUTIONS, LLC·GRAND FORKS, ND
Stacy Marie Dutoit
BRADY MARTZ WEALTH SOLUTIONS, LLC·GRAND FORKS, ND

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in North Dakota
FARGO (22)MINOT (13)BISMARCK (5)
City Guides
FARGO GuideMINOT GuideBISMARCK Guide
Research
Advisor Fees in North DakotaNational Fee Analysis
Request removal of this profile