Daniel P. Johnson
Professional summary
Daniel P Johnson, CFP®, who also goes by Daniel Patrick Johnson, is a registered financial advisor currently at FORWARD THINKING WEALTH MANAGEMENT located in Copley, Ohio.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Daniel has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Daniel P Johnson's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2012
Experience
February 22, 2016 - Present
FORWARD THINKING WEALTH MANAGEMENT
May 31, 2011 - February 22, 2016
SSN ADVISORY, INC.
May 25, 2011 - February 22, 2016
SECURITIES SERVICE NETWORK, LLC
October 20, 2006 - May 26, 2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 11, 2006 - May 26, 2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/22/2016)
(7/10/2019)
Exams
Current Firm
FORWARD THINKING WEALTH MANAGEMENT
CRD#: 282297 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 71 |
| AUM (Assets Under Management) | $ 39,877,052 |
Red Flags
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