Dirk Johnston

Employer firm

Principal Advised Services CRD 297324

$1.42B regulatory AUM 16,537 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 01/2021 → 07/2021
  Legacy Financial Group
  Des Moines, IA
• 09/2018 → 07/2021
  Legacy Financial Group
  Des Moines, IA
• 05/2018 → 09/2018
  Lakehouse 13
  Sunrise Beach, MO
• 03/2017 → 05/2018
  Cedar Valley Wealth Advisors
  Cedar Falls, IA
• 07/2012 → 03/2017
  Myrtue Medical Center
  Harlan, IA
• 07/2011 → 09/2016
  Norman D. Stamp Aquatic Center
  Harlan, IA
• 08/2014 → 05/2018
  University Of Northern Iowa
  Cedar Falls, IA
• 07/2021 → Present
  Principal Life Insurance Company
  Des Moines, IA
• 07/2021 → Present
  Principal Advised Services
  Des Moines, IA
• 11/2023 → Present
  Principal Securities
  Des Moines, IA

Previous Registrations

• 2021-01-21 → 2021-07-01
  Legacy Financial Group
  Des Moines, IA

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-09-16

Designations

• Certified Financial Planner

Other Names

• Dirk Keith Johnston