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Josef Alan Waltenbaugh

Signal Advisors Wealth, LLC

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About Josef Alan Waltenbaugh

Josef Alan Waltenbaugh is an Investment Advisor Representative at Signal Advisors Wealth, LLC. Josef is based in DETROIT, MI and has been in the industry for over 10 years. Josef has a Series 65 license and has been registered with the state of Michigan since 2023. Josef's firm specializes in providing financial planning and portfolio management services to individuals and businesses. Josef is also the CFO of RepPro, LLC, a software as a service company.

Firm Information

Josef Waltenbaugh is currently registered with Signal Advisors Wealth, LLC. Signal Advisors Wealth, LLC is a registered investment advisor based in Detroit, MI. The firm provides financial planning and portfolio management services for individuals and businesses. They have over 465 million dollars in regulatory assets under management and serve approximately 2582 clients. Their website addresses include https://twitter.com/SignalWM, https://www.facebook.com/signalwealthmanagement, https://www.signalwealthmanagement.com/, https://www.instagram.com/signalwealthmanagement/, and https://www.linkedin.com/company/signalwealthmanagement.
Signal Advisors Wealth, LLC

1555 BROADWAY ST

DETROIT, MI 48226

$465.27M

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Josef Waltenbaugh’s Registration & Firm History

MI

03/16/2023 - Present

Signal Advisors Wealth, LLC (DETROIT MI)

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Licenses & Designations

IA

Issued 01/20/2014

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Josef Alan Waltenbaugh.
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