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Dan Johnson, CFP®

CLIENT RELATIONSHIP ADVISOR

“I love being able to see and contribute to the confidence in the families we help when they know they are taking the correct steps towards financial independence. I truly enjoy building relationships with people. The work I do with The Wealth Group gives me the opportunity to do this by building a relationship that will last a lifetime.”

— DAN

Education/Designations

  • Graduated from North Central University with a degree in Business Administration.
  • Series 7 and Series 66 licensed through FINRA.
  • CERTIFIED FINANCIAL PLANNER™
  • FINRA BrokerCheck

Personal Interests

Dan has been married to his wife Rebekah since 2015 and they welcomed their first child, Maxwell, in 2019. Dan and Rebekah love the transition they are now experiencing as new parents and do their best to still make time to travel and experience other parts of the world. A few of their favorite spots they have visited include Punta Cana, Dominican Republic and Maui, Hawaii. 

Dan competed in three NCAA Division III Golf National Championships, representing North Central University. He continues to hone his golf skills and enjoys the sport most when playing with his friends, co-workers and clients. 

Questions for Dan

What is the single best piece of advice you have ever received about money?
"Do the next right thing now."

What is your favorite book and why?
Tale of Two Cities or  Are You Kidding Me? The first because it is a great story, and the second because I am a golf nut.

What was your first job?
I was a golf cart boy at Souris Valley Golf Course in Minot, ND.