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Dustin Johnson

Integrity Alliance, LLC
12 Years of Experience
Omaha, NE
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Dustin Johnson is a registered investment advisor at Integrity Alliance, LLC, based in Omaha, NE, with 12 years of industry experience. Dustin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 10,885 clients with $5.4B in assets under management.

Integrity Alliance, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
461 advisors
Number of Clients
10,885 clients
Average Client Portfolio
$497K average
Assets Under Management
$5.4B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M1.00%
$3M+0.50%

Schedule reflects base Select Program fees. Total fees can include additional advisor fees, platform fees, and third-party manager costs up to 2.80% annually. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

15808 W Dodge Rd, Suite 200, Omaha, NE, 68118

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
January 2022
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Dustin works as a Financial Consultant for TR Financial and Peterson Investment Management, dedicating about a quarter of his time to each. He also works as an insurance agent, spends minimal time as Vice President of the Skoda-Thurber Foundation, a fundraiser for Mustaches for Kids, co-owns Curl The Tips BBQ, LLC, and is a Masonic Director for the Omaha Home For Boys.

Employment History
Current Registrations
Integrity Alliance, LLC
April 2022 - Present · 4 yrs 6 mos
Integrity Alliance, LLC.Broker
March 2022 - Present · 4 yrs 7 mos
Previous Registrations
LPL Financial LLC
September 2020 - February 2022 · 1 yr 5 mos
LPL Financial LLCBroker
August 2020 - February 2022 · 1 yr 6 mos
Cetera Advisors LLC
June 2019 - September 2020 · 1 yr 3 mos
Cetera Advisors LLCBroker
February 2016 - September 2020 · 4 yrs 7 mos
Woodmen Financial Services, INC.Broker
January 2014 - January 2016 · 2 yrs
State Registrations4 states
FLIANETX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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