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Joshua D Vanvalkenburg

American Enterprise Investment Services Inc.

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About Joshua D Vanvalkenburg

Joshua D. Vanvalkenburg is a financial professional with over 20 years of experience in the financial services industry. Joshua is currently registered with American Enterprise Investment Services Inc. in Minnesota. Joshua has held previous roles at Ameriprise Financial Services, Inc., Piper Jaffray & Co., Wells Fargo Institutional Securities, LLC, Wells Fargo Brokerage Services, L.L.C. and USAllianz Investor Services, LLC. Joshua has a strong understanding of the financial markets and a commitment to providing clients with personalized advice and guidance.

Firm Information

Joshua Vanvalkenburg is currently registered with American Enterprise Investment Services Inc.. American Enterprise Investment Services Inc. is a Corporation formed in April 1990, registered to operate in all 50 states, the District of Columbia, and the Virgin Islands. The firm has been approved for SEC registration and has been involved in 11 regulatory and civil disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

16

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.

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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Joshua Vanvalkenburg’s Registration & Firm History

MN

12/24/2009 - Present

American Enterprise Investment Services Inc. (Minneapolis MN)

MN

10/07/2010 - 01/19/2011

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

MN

11/07/2008 - 12/22/2009

PIPER JAFFRAY & CO. (MINNEAPOLIS MN)

MN

07/11/2005 - 06/13/2006

WELLS FARGO INSTITUTIONAL SECURITIES, LLC (MINNEAPOLIS MN)

MN

09/05/2002 - 06/13/2006

WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)

MN

01/09/2001 - 08/12/2002

USALLIANZ INVESTOR SERVICES, LLC (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 01/08/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/16/2003

Series 7 - General Securities Representative Examination

BC

Issued 01/08/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joshua D Vanvalkenburg.
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