Dustin
Johnson
Heritage Asset Management, LLC
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About this Advisor
Dustin Johnson is a financial advisor based in Belton, Missouri, who has 1 year of relevant experience. Johnson is on the advisory team at Heritage Asset Management, LLC. The advisor has gained experience at Heritage Financial Services LLC, Heritage Asset Management, LLC and Cetera Advisors LLC. Johnson holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Missouri and Texas. Heritage Asset Management, LLC is an advisory business that has its headquarters in Belton, MO. It manages $75 million in total assets among its 747 accounts, placing it among the smaller investment advisory firms in the country by assets under management. The firm advises one charitable organizations. Of its 747 customer accounts, just 2% are associated with high-net-worth clients who have at least $1 million in investable assets. The business performs a set of services, such as portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fees largely vary depending on the services. Fee types billed by Heritage Asset Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Heritage Asset Management, LLC Brokerage Details
$75,400,000
2
747
$100,937
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Dustin Johnson Work History
Dustin has been registered as a financial advisor for 1 years.*
Heritage Asset Management, LLC
Heritage Financial Services LLC
Cetera Advisors LLC
*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 Dustin Johnson 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 Heritage Asset Management, LLC
Belton, MO
Belton, MO
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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