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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Dana Johnson is a financial advisor with over 35 years of experience in the industry. Paul is registered as a broker-dealer and investment advisor representative with First Heartland Consultants, Inc. in Loveland, Colorado. Paul is a Certified Financial Planner and a Chartered Financial Consultant. Paul has a proven track record of success in providing financial advice and investment management services to individuals, families, and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CO
04/16/2012 - Present
First Heartland Consultants, Inc. (Loveland CO)
NE
07/01/2002 - 12/31/2009
THRIVENT INVESTMENT MANAGEMENT INC. (FREEMONT NE)
MN
09/24/1986 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
IA
Issued 06/05/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/03/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/23/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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