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Dustin Johnson

12 Years of Experience
Omaha, NE
2 DisclosuresBrokerSells Insurance

Dustin Johnson is a registered investment advisor at Integrity Alliance, LLC, based in Omaha, NE, with 12 years of industry experience. Dustin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 14,148 clients with $2.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
457 advisors
Number of Clients
14,148 clients
Average Client Portfolio
$170K average
Assets Under Management
$2.4B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Integrity Alliance offers investment management through various programs.

Edge Program:

  • Fees include a program fee (up to 0.35% annually), an advisor fee (up to 2.00% annually), and potential third-party sub-advisor fees.

Select Program:

  • Fees range from 1.00% to 2.80% annually on the first $1,000,000, 1.00% to 2.20% on the next $2,000,000, and 0.50% to 1.75% on assets over $3,000,000.
  • A 0.10% trading platform fee is added to the maximum account fee for accounts with the broker-dealer arm.

Fees are assessed on all assets, including cash and money market balances. Margin accounts may incur additional fees. Fees are typically charged quarterly in advance, pro-rated for mid-quarter openings, and adjusted for significant deposits or withdrawals.

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Location

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

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History

Regulatory History (2)
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Employment Separation After Allegations
January 2022
Financial
July 2016
Final
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 3 mos
Integrity Alliance, LLC.Broker
March 2022 - Present · 4 yrs 4 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.
Dustin Johnson - Financial Advisor | TrueAdvisor