Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Torgerud is a financial advisor with over 23 years of experience in the industry. Joel is currently registered with Osaic Wealth, Inc. and holds the Series 63, 66 and 7 licenses. He has previously been registered with SagePoint Financial, Inc. and A. G. Edwards & Sons, Inc. Joel is a resident of La Crosse, WI. He has a strong track record of providing financial advice to individuals and families in the La Crosse area. Joel is committed to helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
WI
09/01/2023 - Present
Osaic Wealth, Inc. (LA CROSSE WI)
WI
10/17/2007 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (LA CROSSE WI)
WI
08/17/1999 - 10/22/2007
A. G. EDWARDS & SONS, INC. (LACROSSE WI)
BOTH
Issued 07/14/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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