Daniel Milton Johnson
Investment adviser representative at Riverbend Wealth Management, LLC
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$281MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Riverbend Wealth Management, LLCOct 2024 to now
- Stratos Wealth Advisors, LLCSep 2020 to now
- Fidelity Personal and Workplace AdvisorsJul 2018 to Jun 2020
- Fidelity Brokerage Services LLCNov 2011 to Jun 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1992
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (SC).
Riverbend Wealth Management, LLC
$281MAssets managed
187Clients
4Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2206195
- Firm CRD
- 302031