David John Johnson
CFP®Professional Summary
David John Johnson, CFP®, who also goes by David Johnson, is a registered financial advisor currently at RIGHT PATH FINANCIAL LLC located in Spring Lake Park, Minnesota. David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. David has worked at 10 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
David Johnson
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
19 years in the financial services industry
Current & Past Employments
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Current Firm
RIGHT PATH FINANCIAL LLC
Contact Information
Main Address
Spring Lake Park, MNPhone Number
(763) 258-9656# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
102AUM (Assets Under Management)
$4,771,955Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
(1/14/2021)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jan 2007About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view David John Johnson's CRS (Customer Relationship Summary).
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