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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Lewis is an Investment Advisor Representative with Ae Wealth Management, LLC. Joshua is licensed to provide investment advice in Colorado and Texas. Joshua Lewis has been working in the financial industry since December 2012. Joshua Lewis has passed the Uniform Investment Adviser Law Examination and is registered with the State of Colorado and the State of Texas. Joshua Lewis has experience working with individuals, corporations, trusts, and retirement plans.
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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CO
01/04/2017 - Present
AE Wealth Management, LLC (Loveland CO)
IA
Issued 12/11/2012
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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