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Dane John Johnston

Advisor at First Heartland Consultants, Inc. — Waverly, IA

Updated today

Credentials

Series 63, Series 65

Experience

23 years

Location

Waverly, IA 50677

First Heartland Consultants, Inc. logo

First Heartland Consultants, Inc.

Multi-team

Total advisors

99

Across 69 offices

Clients per advisor

64 Typical

Avg AUM per client

$294,916 Very Low

HNW client ratio

5% Very Low

About

Dane Johnston is a financial advisor with First Heartland Consultants, Inc. in Waverly, Iowa, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with First Heartland Capital Inc since 2004. Outside of his advisory role, Johnston owns Frontier Innovations LLC, a product development company specializing in bass fishing jigs. First Heartland Consultants serves a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm provides financial planning, model-based management for self-directed 401(k) accounts, non-wrap and wrap asset management, and third-party asset management solutions through a network of independent investment adviser representatives.

Client services

Based on First Heartland Consultants, Inc.

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on First Heartland Consultants, Inc.

Annuities Income planning Cash flow / budgeting

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Fee options

Fixed

Fixed fees for financial planning and consulting services, negotiable with no stated minimum or maximum.

Commissions

Commissions on securities and insurance products when implemented through affiliated broker-dealer or insurance agency.

Project-based

Up to $250 per hour for financial planning and consulting services, negotiable and specified in agreement.

Other

Account minimum: $6,500 Fee-only: Hourly fees up to $250/hour; fixed fees negotiable, no minimum or maximum fixed fee specified.

Location

See office

Waverly, IA

116 W. Bremer Ave

Waverly IA 50677

Advisors at this office

1

Most active in

Iowa

Work history

23 years of industry experience

First Heartland Capital Inc

2004 - Present • 22 years

Lake St. Louis, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Ryan H

Series 65, Series 63

Waverly, IA

Accel Wealth Management

Ryan Hervey is a financial advisor with Accel Wealth Management in Waverly, IA, holding Series 65 and Series 63 licenses and 13 years of industry experience. He previously worked at Northwest Wealth Management LLC for nine years before joining Accel Wealth Management in 2022. Accel Wealth Management is a team-based registered investment adviser managing approximately $1.15 billion across about 1,290 client relationships. The firm uses a total portfolio investment approach focused on active, diversified allocations and long-term investments, providing discretionary portfolio management, financial planning, pension consulting, and employee financial education.

General retirement planning Retirement income strategy Active portfolio management Options & derivatives strategies Executive Founder/Business Owner Retired
user avatar

Juan G

Series 65

Waverly, IA

Accel Wealth Management

Juan Garcia Heredia is a financial advisor at Accel Wealth Management with one year of industry experience. He holds a Series 65 credential and has a background that includes roles at GM Financial and Elmcrest Country Club. Outside of advisory work, he is the owner of Vega Sports Academy, where he is involved in sports coaching and management. Accel Wealth Management is a team-based registered investment adviser managing approximately $1.15 billion for around 1,290 client relationships. The firm employs a total portfolio investment approach that emphasizes active, diversified allocations and long-term purchases, tailoring portfolios through written investment policy statements.

General retirement planning Retirement income strategy Active portfolio management Options & derivatives strategies Executive Founder/Business Owner Retired
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Mitchell C

Series 63, Series 66

Waverly, IA

Accel Wealth Management

Mitchell Cook is a financial advisor at Accel Wealth Management with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including The O.N. Equity Sales Company, Ohio National Financial Services, and Unified Trust Company, N.A. Outside of his advisory role, he is involved in educating and consulting clients on insurance and annuity products tailored to their personal needs. Accel Wealth Management is a team-based registered investment adviser managing approximately $1.15 billion across around 1,290 client relationships. The firm follows a “total portfolio” investment approach with active, diversified allocations and long-term holdings, offering discretionary portfolio management, financial planning, pension consulting, and employee financial-education services.

General retirement planning Retirement income strategy Active portfolio management Options & derivatives strategies Executive Founder/Business Owner Retired
user avatar

Scott D

Series 63, Series 65

Waverly, IA

Accel Wealth Management

Scott Durscher is a financial advisor with Accel Wealth Management, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with firms including Brokers International Financial Services and Cambridge Investment Research. Outside of advisory work, he is involved with the Bremer County Conservation Board Support Group as a non-board member assistant handling annual ledger audits. Accel Wealth Management is a team-based registered investment adviser that manages approximately $1.15 billion for around 1,290 client relationships. The firm employs a total portfolio investment approach focusing on active, diversified allocations and long-term purchases, offering financial planning, discretionary portfolio management, pension consulting, and financial-education services.

General retirement planning Retirement income strategy Active portfolio management Options & derivatives strategies Executive Founder/Business Owner Retired
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Michele K

Series 63, Series 66

Waverly, IA

Accel Wealth Management

Michele Krueger is a financial advisor at Accel Wealth Management with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Integrity Alliance, LLC, Cambridge Investment Research, Inc., and The Accel Group, LLC. Accel Wealth Management is a team-based registered investment adviser managing approximately $1.15 billion for about 1,290 client relationships. The firm uses a total portfolio investment approach emphasizing active, diversified allocations and long-term holdings, offering services such as discretionary portfolio management, financial planning, pension consulting, and employee financial education.

General retirement planning Retirement income strategy Active portfolio management Options & derivatives strategies Executive Founder/Business Owner Retired
user avatar

Todd M

ChFC®, Series 63, Series 65

Waverly, IA

Accel Wealth Management

Todd Manternach is a financial advisor with Accel Wealth Management in Waverly, IA, holding the ChFC® designation and Series 63 and 65 licenses. He has 38 years of industry experience, including roles at Ameritas Investment Corp and Brokers International Financial Services. Manternach is also owner and president of Manternach & Assoc., a corporation focused on retirement planning and non-securities business activities. Accel Wealth Management is a team-based registered investment adviser managing approximately $1.15 billion across 1,290 client relationships. The firm employs a total portfolio approach with active, diversified allocations tailored by written investment policy statements and offers discretionary portfolio management, financial planning, pension consulting, and employee financial-education presentations.

General retirement planning Retirement income strategy Active portfolio management Options & derivatives strategies Executive Founder/Business Owner Retired
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