Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Bruckert is an Investment Advisor Representative associated with Oarsman Capital, Inc. and is registered with the state of Wisconsin. Joshua is currently active with the state of Wisconsin. Joshua has been a registered investment advisor since August 2024. Joshua has a Series 65 license.
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.
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.
A percentage of the total value of assets under management is charged.
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WI
08/08/2024 - Present
Oarsman Capital, Inc. (MILWAUKEE WI)
IA
Issued 08/08/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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