Delta Investment Management
44yrs
Top advisor by experience in Durango
40yrs
Levi Johnson has worked in the financial industry for 40 years and is a fiduciary financial advisor based in Durango, Colorado. Levi has been with Lifemark Securities since 2022; before that, Levi spent 17 years at Thrivent Investment Management. Lifemark Securities offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 82 advisors with offices in Durango, and one of 78 fiduciaries.
At a glance
Experience40 years (since 1986)
How that compares ?Top 2% by experience in Durango
OfficeDurango, CO
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$403,551
Advisors at the firm77
States licensed ?2 states
Services through Lifemark Securities
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowLifemark Securities Corp.Current firm
- 2004 – 2021Thrivent Investment Management Inc.Previously
Contact Levi
(585) 424-5672Firm headquarters in Rochester, NY. Ask for Levi. Durango, COOffice · Get directions Firm websitewww.lifemark.comIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Levi
Tailored to Levi’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Levi
How do I contact Levi?
Call Lifemark Securities at (585) 424-5672 and ask for Levi Johnson. Levi works from the Durango, CO office.
How long has Levi been a financial advisor?
Levi has been in the industry since 1986, about 40 years. Top 2% by experience in Durango.
What licenses does Levi hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Levi a fiduciary?
Levi is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Levi paid?
Lifemark Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Levi for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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