Dirk Johnston
Investment adviser representative at Principal Advised Services
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.4BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Principal SecuritiesNov 2023 to now
- Principal Advised ServicesJul 2021 to now
- Principal Life Insurance CompanyJul 2021 to now
- Legacy Financial GroupSep 2018 to Jul 2021
- Lakehouse 13May 2018 to Sep 2018
- Cedar Valley Wealth AdvisorsMar 2017 to May 2018
- University of Northern IowaAug 2014 to May 2018
- Myrtue Medical CenterJul 2012 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (IA).
Principal Advised Services
Legal name: Principal Advised Services, LLC
$1.4BAssets managed
23,164Clients
231Advisers
7 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
- 7017153
- Firm CRD
- 297324