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Joshua Patrick Passler

Core Planning

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About Joshua Patrick Passler

Joshua Passler is a financial advisor with Core Planning. Joshua is based in Belleview, NE and has 8 years of experience in the financial services industry. Joshua is registered with the state of Missouri and holds the Series 7, Series 63, Series 66, and SIE licenses. Joshua specializes in providing financial planning and portfolio management services for individuals and high net worth individuals.

Firm Information

Joshua Passler is currently registered with Core Planning. Core Planning is an investment advisor with a focus on financial planning and portfolio management for individuals and high-net-worth individuals. They manage over $62 million in assets for 756 clients. The firm has 4 licensed agents and 32 investment advisor representatives.

$62.25M

Assets Under Management

Not reported

Total Clients

29

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joshua Passler’s Registration & Firm History

NE

09/19/2022 - Present

Core Planning (Belleview NE)

NE

01/25/2022 - 09/14/2022

PRUCO SECURITIES, LLC. (OMAHA NE)

NE

10/14/2021 - 01/26/2022

NYLIFE SECURITIES LLC (ELKHORN NE)

NE

01/22/2018 - 09/28/2021

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (OMAHA NE)

NE

05/06/2014 - 01/11/2018

TD AMERITRADE, INC. (OMAHA NE)

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Licenses & Designations

BOTH

Issued 05/01/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/21/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/06/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joshua Patrick Passler.
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