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Owner · The Wealth Group - Austin B. Colby & Associates

Daniel M. Johnson

CRD 6835060 · Named on Form ADV at one SEC-registered adviser

At a glance

The Wealth Group - Austin B. Colby & Associates, an SEC-registered wealth manager based in Eden Prairie, MN with $711 million in regulatory assets, lists Daniel M. Johnson on its Form ADV as Owner.

Firms and roles

AtlasMembers

Daniel’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Austin B. ColbyOwner / Financial Planner, The Wealth Group - Austin B. Colby & Associates
  • Adam F. ColbyCFO / Chief Compliance Officer, The Wealth Group - Austin B. Colby & Associates
  • Michael K. EarlDirector of Wealth, The Wealth Group - Austin B. Colby & Associates
  • Karie R. MerrittDirector of Client Services, The Wealth Group - Austin B. Colby & Associates

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Daniel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.