Dirk
Johnston
Principal Advised Services
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About this Advisor
Dirk Johnston is a certified financial planner based out of Des Moines, Iowa with 2 years of industry experience. Johnston is an advisor for Principal Advised Services. During their career, Johnston has held roles at Legacy Financial Group, Lakehouse 13, Cedar Valley Wealth Advisors, Myrtue Medical Center, Harlan Golf & Country Club, Norman D. Stamp Aquatic Center, University Of Northern Iowa, Harlan Community Schools, Principal Life Insurance Company and Principal Advised Services. Johnston is approved to operate in Iowa. Principal Advised Services is a registered investment business that has its headquarters in Des Moines, IA. The firm has offices in 12 locations and a total of 115 people on staff. It handles $353 million in total assets between its 8,370 customer accounts, placing it among the bigger firms in the country by assets under management. Principal Advised Services performs a few services, including portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules are based on the type of financial services. Fee types billed by Principal Advised Services typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Principal Advised Services Brokerage Details
$352,564,235
115
8,370
$42,122
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Dirk Johnston Work History
Dirk has been registered as a financial advisor for 2 years.*
Principal Life Insurance Company
Principal Advised Services
Legacy Financial Group
Legacy Financial Group
Lakehouse 13
Cedar Valley Wealth Advisors
Harlan Golf & Country Club
University Of Northern Iowa
Myrtue Medical Center
Norman D. Stamp Aquatic Center
Harlan Community Schools
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Dirk Johnston to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Principal Advised Services
Valley City, OH
Lake Oswego, OR
New York, NY
Crown Point, IN
Charlotte, NC
Milwaukee, WI
Des Moines, IA
Minneapolis, MN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
