Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Johnsrud is a financial advisor at Cambridge Investment Research Advisors, Inc., a firm with a focus on providing financial advice to individuals, businesses, and charitable organizations. Joshua has been in the financial services industry since 2009 and holds Series 6, 7, and 66 licenses, as well as the Securities Industry Essentials (SIE) exam. Joshua is also registered with the state of Kansas and Texas as an investment advisor representative and has worked with multiple firms over the years. Joshua specializes in providing financial planning, investment management, and insurance services to individuals and families.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
KS
09/27/2016 - Present
Cambridge Investment Research Advisors, Inc. (Wichita KS)
KS
11/04/2009 - 05/14/2010
NYLIFE SECURITIES LLC (WICHITA KS)
BOTH
Issued 03/07/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2016
Series 7 - General Securities Representative Examination
BC
Issued 11/03/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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