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Derrick Peter Johnson

Johnson Wealth Management, LLC

Grand Forks, ND

CRD 2062807

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Employer firm

Johnson Wealth Management, LLC CRD 123105

$323M regulatory AUM 7 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Johnson Wealth Management, Llc

214 North 4Th Street Ste 123, Grand Forks, ND 58203 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2014-03-10
ND RA APPROVED 2002-09-25
  • MN RA
    APPROVED
    Since 2014-03-10
  • ND RA
    APPROVED
    Since 2002-09-25

Branch Locations

214 North 4Th Street Ste 123, Grand Forks, ND 58203 • 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
OrganizationCityStateFromTo
Johnson Wealth Management, Llc Grand Forks ND 09/2002 Present
Previous Registrations
Other Businesses

D'S DEVELOPMENT, LLC, 18 S 3RD ST, GRAND FORKS, ND 58201, REAL ESTATE DEVELOPMENT COMPANY, 5 HOURS/MONTH; REEVES 1914, LLC, REAL ESTATE DEVELOPMENT COMPANY, 5 HOURS/MONTH.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-10-31
S63 Uniform Securities Agent State Law Examination 1990-06-28
  • S65 Uniform Investment Adviser Law Examination
    1997-10-31
  • S63 Uniform Securities Agent State Law Examination
    1990-06-28
Designations
  • Certified Financial Planner

View on SEC IAPD

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