Dirk Johnston (CRD# 7017153) is an Investment Advisor Representative working at Principal Advised Services in Des Moines, IA and has 1 year of experience in the finance industry. Dirk Johnston has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6104973
Black Mammoth LLC
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 4343046
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Principal Securities | Des Moines, IA | Nov 2023 - Current | < 1 |
| Principal Life Insurance Company | Des Moines, IA | Jul 2021 - Current | 2 |
| Principal Advised Services | Des Moines, IA | Jul 2021 - Current | 2 |
| Legacy Financial Group | Des Moines, IA | Jan 2021 - Jul 2021 | < 1 |
| Legacy Financial Group | Des Moines, IA | Sep 2018 - Jul 2021 | 2 |
| Lakehouse 13 | Sunrise Beach, MO | May 2018 - Sep 2018 | < 1 |
| Cedar Valley Wealth Advisors | Cedar Falls, IA | Mar 2017 - May 2018 | 1 |
| University Of Northern Iowa | Cedar Falls, IA | Aug 2014 - May 2018 | 3 |
| Myrtue Medical Center | Harlan, IA | Jul 2012 - Mar 2017 | 4 |
| Norman D. Stamp Aquatic Center | Harlan, IA | Jul 2011 - Sep 2016 | 5 |
| Harlan Golf & Country Club | Harlan, IA | May 2016 - Aug 2016 | < 1 |
- IA
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Total Assets Under Management569MILLIONS
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Total Number of Accounts11,801ACCOUNTS
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Average Account Value$48,258
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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