Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph William Whitmer is an investment advisor representative with Edelman Financial Engines, a firm that manages over $270 billion in assets. Joseph has been in the financial services industry since 1999. He is registered with the state of Michigan. Joseph is experienced in financial planning, portfolio management, and pension consulting. He also offers educational seminars and publishes periodicals. Prior to his current role, Joseph worked with TMFS Advisors, LLC and TMFS-Tucson, LLC.
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.
Set-up fees & related svcs; reimbursements for printed materials
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MI
03/22/2017 - Present
Edelman Financial Engines (GRAND RAPIDS MI)
IN
11/04/1999 - 06/23/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
11/04/1999 - 06/23/2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 08/27/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/29/2001
Series 24 - General Securities Principal Examination
BC
Issued 11/14/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/03/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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