Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Schaalma is a financial advisor currently associated with LPL Financial LLC. Joshua has been in the industry since November 2014. Joshua has been registered with BMO Harris Financial Advisors, Inc. and Edward Jones in the past. Joshua is licensed to provide investment advice in several states. In addition to providing advisory services to individuals and families, Joshua also works with businesses, charitable organizations 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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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WI
03/24/2021 - Present
LPL Financial LLC (RIPON WI)
WI
06/13/2017 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (FOND DU LAC WI)
WI
11/17/2014 - 06/05/2017
EDWARD JONES (RIPON WI)
BOTH
Issued 12/05/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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