David P. Johnson Investment Advisor Representative
Welcome to
David P. Johnson's Website
The investment climate has never been more exciting or more challenging than it is today.
To take advantage of all available opportunities, investors need two things: an understanding of which investment products are most appropriate for each situation and a relationship with a trustworthy advisor who has a clear understanding of the investor's needs.
I believe that education is the foundation of sound investment decisions. I am committed to educating my clients, many of whom are women. If you are a woman who feels it is time to take control of your financial life, gain a better understanding of your investments or learn new investment strategies, please contact me at 507-235-3433.
My goal is to present the world of investing in language you can understand. If you would like further information about these topics, or other areas of investing, please do not hesitate to call or e-mail me. I can help you make sense of the information you are receiving.
- Managed asset plans - for professional fee-based portfolio management through LPL Financial
- Retirement planning - to design an investment strategy to help you meet all of your retirement goals
- Investment portfolio analysis - to keep you informed of how your investments are performing, and to make adjustments as needed
- Annual portfolio review - to review your current holdings and help you make any necessary changes or adjustments
- Strategic Asset Management (SAM) - providing you with fee-based asset management through LPL Financial, a Registered Investment Adviser. Access to over 3,500 mutual funds, as well as individual stocks and bonds.