Joshua
Combs
Midwestern Securities Trading Company, LLC
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About this Advisor
Joshua Combs is a financial advisor who works in Wayne City, Illinois with a total of 1 year of relevant experience. Combs is currently employed by Midwestern Securities Trading Company, LLC. The advisor has gained experience at Fairfield National Bank, Mcdonalds, Par 4, Fairfield Community High School and Jasper Grade School. Combs maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Illinois. Midwestern Securities Trading Company, LLC is a registered investment company that has its headquarters in East Peoria, IL. It has offices in 56 locations and a total of 60 employees. It administers $1 billion in assets under management across its 7,479 accounts, making it one of the bigger investment advisory firms in the nation by assets under management. Of its 7,479 customer accounts, just 1% are associated with high-net-worth investors who have more than $1 million in investable assets. Midwestern Securities Trading Company, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors typically are based on which services are provided. However, fee types charged by Midwestern Securities Trading Company, LLC likely consist of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Midwestern Securities Trading Company, LLC Brokerage Details
$1,012,593,887
60
7,479
$135,392
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
Joshua has been registered as a financial advisor for 1 years.*
Fairfield National Bank
Mcdonalds
Par 4
Mcdonalds
Fairfield Community High School
Jasper Grade School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
East Peoria, IL
East Peoria, IL
East Peoria, IL
Rock Falls, IL
East Peoria, IL
Wayne City, IL
East Peoria, IL
Galesburg, IL
The content in this profile was updated by SmartAsset on 4/16/2023. 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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