David Joseph Johanson

Employer firm

Scope Wealth Management CRD 179534

$7.04M regulatory AUM 23 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

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

Current Employers

Scope Wealth Management

Denver, CO • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2015-06-26
CO	RA	APPROVED	2015-05-22

CA RA
APPROVED

Since 2015-06-26
CO RA
APPROVED

Since 2015-05-22

Branch Locations

Denver, CO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Scope Wealth Management	Denver	CO	02/2015	Present
Laramar Group	Denver	CO	12/2025	Present

02/2015 → Present

Scope Wealth Management

Denver, CO
12/2025 → Present

Laramar Group

Denver, CO

Other Businesses

David works as an accounting professional at Laramar Group performing various accounting tasks. The Laramar Group is located at PO box 460129 in Denver, Colorado, 80246. David began his salaried employment in December of 2025 and works 30 hours p/week with 15 hours p/week worked during trading hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2015-03-11

S65 Uniform Investment Adviser Law Examination

2015-03-11

Designations

Certified Financial Planner

View on SEC IAPD