linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Justin Karl Bolmgren

William Joseph Capital Management, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Justin? Claim Your Profile

About Justin Karl Bolmgren

Justin Karl Bolmgren is an investment advisor representative, registered in Illinois and Pennsylvania. Justin is a certified financial planner and holds Series 7, 24, and 66 licenses. Justin has been a financial advisor since 2004 and has worked for First Midwest Securities, Inc., Advance Capital Services, Inc., Wachovia Securities, LLC, and William Joseph Capital Management, Inc. Justin's specialties include portfolio management for individuals and selection of other advisors. Justin is currently affiliated with William Joseph Capital Management, Inc.

Firm Information

Justin Bolmgren is currently registered with William Joseph Capital Management, Inc.. William Joseph Capital Management, Inc. is an independent financial advisory firm based in Bristol, CT. They offer a range of services, including financial planning, portfolio management for individuals, and selection of other advisors. The firm manages over $270 million in assets for 835 clients, including high-net-worth individuals and individuals other than high-net-worth.
William Joseph Capital Management, Inc.

210 RED STONE HILL ROAD

BRISTOL, CT 06010

$270.21M

Assets Under Management

20

Total Clients

19

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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

check

other

Selection of other advisers

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Justin Bolmgren’s Registration & Firm History

IL

01/02/2024 - Present

William Joseph Capital Management, Inc. (Chicago IL)

IL

09/23/2010 - 04/02/2013

FIRST MIDWEST SECURITIES, INC. (CHICAGO IL)

IL

05/26/2004 - 09/24/2010

ADVANCE CAPITAL SERVICES, INC. (LISLE IL)

MO

02/03/2004 - 06/28/2004

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

Not sure if Justin Karl Bolmgren is right for you?

Licenses & Designations

BOTH

Issued 03/25/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/17/2011

Series 24 - General Securities Principal Examination

BC

Issued 02/02/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Justin Karl Bolmgren.
Not sure if Justin Karl Bolmgren is right for you?