Joshua
Combs

Midwestern Securities Trading Company, LLC

CRD#7545914
Investment Advisor
in Wayne City, IL

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About this Advisor

Joshua Combs is a financial advisor based in Wayne City, Illinois, working with Midwestern Securities Trading Company, LLC. Joshua has previously held positions at Fairfield National Bank, McDonald's, Par 4, Fairfield Community High School, and Jasper Grade School. Joshua has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Joshua is part of Midwestern Securities Trading Company, LLC, which operates out of Wayne City, Illinois. The firm has 71 offices and 79 employees. The firm manages assets totaling $1.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Midwestern Securities Trading Company, LLC includes asset-based, hourly, fixed, commission-based, and other fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

100 N Main St
Wayne City, IL 62895

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Midwestern Securities Trading Company, LLC Brokerage Details

Total Assets Under Management

$1,263,009,756

IL Average: $6,674,516,078
Total Number of Employees

79

IL Average: 44
Total Number of Accounts

8,452

IL Average: 2,564
Average Account Size

$149,433

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Joshua Combs Work History

2021 - Present (3 years)

Fairfield National Bank

2020 - 2021 (1 year)

Mcdonalds

2019 - 2020 (1 year)

Par 4

2016 - 2019 (3 years)

Mcdonalds

2015 - 2019 (4 years)

Fairfield Community High School

2012 - 2015 (3 years)

Jasper Grade School

Disclosures

Please visit the SEC profile of Joshua Combs to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Midwestern Securities Trading Co.,LLC

Scott Fisher
East Peoria, IL
Cody Leach
East Peoria, IL
Josiah Springer
East Peoria, IL
Sarah Gritzmacher
East Peoria, IL
Michael Vogt
East Peoria, IL
Ahlden Harms
East Peoria, IL
Joshua Janssen
East Peoria, IL
Troy Martina
East Peoria, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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