David John Johnson

Employer firm

Right Path Financial LLC CRD 310268

$4.77M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2017 → Present
  Case Central, Llc
  Arden Hills, MN
• 07/2014 → Present
  Gradient Advisors, Llc
  Arden Hills, MN
• 01/2015 → Present
  David Johnson, Sole Proprietor
  Spring Lake Park, MN
• 08/2020 → Present
  Right Path Financial Llc
  Spring Lake Park, MN
• 03/2012 → 12/2016
  Case Central, Llc
  Arden Hills, MN

Previous Registrations

• 2014-07-01 → 2021-02-01
  Gradient Advisors, Llc
  Arden Hills, MN
  Arden Hills, MN
• 2013-11-25 → 2014-07-07
  Gradient Wealth Management, Llc
  Arden Hills, MN
• 2013-03-26 → 2013-11-11
  Gradient Advisors, Llc
  Arden Hills, MN
• 2008-03-04 → 2008-09-11
  Global Portfolio Strategies, Inc.
  Hartford, CT

Other Businesses

1) DAVID JOHNSON, SOLE PROPRIETOR; INVT REL; 8026 WASHINGTON ST NE, SPRING LAKE PARK, MN 55432; INSURANCE; AGENT; START 01/2015; 1 HRS/MO; 1 HRS/MO DURING TRADING; FIXED INSURANCE SALES. 2) CASE CENTRAL; INVT REL; 4105 LEXINGTON AVE N, ARDEN HILLS MN 55126; FINANCIAL PLANNING; DIRECTOR OF CASE CENTRAL; START 03/2012; 160 HRS/MO; 160 HRS/MO DURING TRADING; FINANCIAL PLAN CREATION.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-04-01
• S63 Uniform Securities Agent State Law Examination
  2007-01-18

Designations

• Certified Financial Planner

Other Names

• David Johnson