Unclaimed
Joshua Horner is a financial advisor with Mariner Wealth, a firm with a large presence in the United States. Joshua is based out of Brookfield, WI where he is registered as a Registered Representative (RA) in Wisconsin. Joshua's specialties include financial planning, portfolio management, and educational seminars. He is passionate about helping clients reach their financial goals. Joshua has a diverse background, having worked in a variety of roles prior to joining Mariner Wealth. In addition to his financial advising career, Joshua enjoys fashion design and is the owner/director of YALO 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.
Family office services
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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WI
01/29/2025 - Present
Mariner Wealth (Brookfield WI)
Active
Inactive
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