Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Robert Brummel is an investment advisor representative registered with Wellth Advisory Services, LLC. Joseph is a veteran advisor with over 20 years of experience in the financial services industry. Joseph's previous firms include Kestra Investment Services, LLC, LPL Financial LLC, and Wealth Enhancement Brokerage Services, LLC. Joseph is committed to providing his clients with personalized financial advice and investment management services. Joseph is dedicated to helping his 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.
1
2
IL
01/01/2025 - Present
Wellth Advisory Services, LLC (SHOREWOOD IL)
MN
08/23/2018 - 04/01/2019
KESTRA INVESTMENT SERVICES, LLC (Prior Lake MN)
MN
09/09/2010 - 09/21/2018
LPL FINANCIAL LLC (BURNSVILLE MN)
MN
09/15/2010 - 08/23/2018
WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC (PLYMOUTH MN)
MN
01/04/2010 - 09/08/2010
FINANCIAL TELESIS INC (PRIOR LAKE MN)
MN
02/21/2003 - 01/07/2010
NFP SECURITIES, INC. (PLYMOUTH MN)
IA
04/23/2002 - 01/21/2003
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
CO
01/03/1997 - 04/04/2002
ONE ORCHARD EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
10/18/1996 - 01/03/1997
THE GREAT-WEST LIFE ASSURANCE COMPANY (ENGLEWOOD CO)
IA
Issued 03/11/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Joseph Brummel is the right advisor for you? Invested Better is here to help.
