Justin D Dahl
Investment adviser representative at Johnson Wealth Inc.
25 yearsExperience
1 stateRegistered in
$10.3BFirm assets
23 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
25 years in the industry.
- Johnson Wealth Inc.Aug 2025 to now
- Johnson BankAug 2025 to now
- Associated Trust CompanyMay 2022 to Aug 2025
- Umb Fund ServicesAug 2019 to May 2022
- U.S. BankNov 2001 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2001
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (WI).
Johnson Wealth Inc.
$10.3BAssets managed
2,412Clients
72Advisers
23 yearsIn 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
- 4380078
- Firm CRD
- 125557