Advisor at LaSalle St. Investment Advisors, L.L.C.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
LaSalle St. Investment Advisors, L.L.C.
Location
Durango, CO
Credentials
Series 63, Series 65
Industry experience
39 years
David Johnson is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked at LaSalle St. Investment Advisors and its affiliated firm, LaSalle St. Securities, since 2010. LaSalle St. Investment Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations with a range of financial planning and portfolio management services. The firm employs both active and passive investment strategies across multiple asset classes and is notable for managing a majority of assets on a non-discretionary basis.
Based on LaSalle St. Investment Advisors, L.L.C.
Based on LaSalle St. Investment Advisors, L.L.C.
Financial planning fixed fees typically range from $1,000 to $7,500
$0 - $250,000: 2.50% $250,001 - $500,000: 2.25% $500,001 - $1,000,000: 2.00% $1,000,001 - $2,000,000: 1.80% $2,000,001 - $5,000,000: 1.60% $5,000,001 - $10,000,000: 1.40% $10,000,001 - Negotiated: Negotiated
Approximately $250/hour for financial planning services
Account minimum: $25,000 Fee-only: Financial planning fees approximately $250/hour or fixed fees ranging from $1,000 to $7,500
Durango, CO
Colorado · Montana
LaSalle St. Investment Advisors, LLC
2010 - Present (16 years)
LaSalle St. Securities, LLC
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Ignacio, CO
Three Waters Financial
CFP®, Series 65
Durango, CO
Intelligent Investment Management,Llp
Series 63, Series 65
Durango, CO
RIA Wealth Advisors, LLC
Series 65, Series 66
Durango, CO
McAlvany Wealth Management, LLC
Series 63, Series 65
Durango, CO
McAlvany Wealth Management, LLC
CFP®, CFA®
Durango, CO
Opus Financial Solutions LLC
After graduating from the University of Illinois with a B.S. in Finance in 1985, I worked in myriad roles before founding Opus Financial Solutions, including securities compliance, investment analysis, institutional portfolio management, and teaching investments and financial planning topics at the undergraduate and graduate levels. Those roles and hard-earned education and financial designations converged to ultimately building a fee-only financial planning and investment advisory firm. My objective as an advisor is to help my clients improve and/or be aware of the implications of the financial choices they make. That requires me to listen and truly understand my client's past, present, and anticipated journey before offering strategies and solutions. For some of my clients, that means helping them attain the financial freedom and peace of mind to live as they choose. For others who have accumulated significant wealth, it is helping them with portfolio optimization and management, taxes, distribution planning, and estate matters. In addition to my Finance degree from Illinois, I obtained my MBA in International Business from DePaul’s Graduate School of Business. I later attained my Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations in order to provide the highest level of financial and investment counsel. Along the way, I also developed an expertise in divorce financial planning in order to help people make more informed financial decisions in divorce matters and make the process of divorce less painful and less expensive. I've served as a divorce advisor, financial neutral and mediator for individuals and/or divorcing couples (Refer to “Pre-Divorce Planning” for more detail). I grew up in the Chicago area, now live in Denver, and serve clients across the United States. In my spare time, I enjoy spending time in natural settings hiking, camping, mountain-biking, skiing, playing with my pups, or whatever the weather dictates. I have served in many volunteer roles over the course of my life, mostly relating to educating and mentoring the underprivileged. Thus far, one of my greatest joys has been watching my children—now both young independent adults--evolve into kind, smart, empathetic human beings who I believe will change the world for the better.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")