Joshua
Fiedler

Allspring Funds Management, LLC

CRD#4591424
Investment Advisor
in Newton Square, PA

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About this Advisor

Joshua Fiedler is a financial advisor operating in Newton Square, Pennsylvania who has 1 year of industry experience. Fiedler currently works for Allspring Funds Management, LLC. Their career trajectory has included roles at Nuveen Investments, LLC, Nuveen Asset Management, LLC, New York Life Investments, Allspring Funds Management, LLC and Allspring Funds Distributor, LLC. Fiedler maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in Pennsylvania. Allspring Funds Management, LLC is a financial advisory firm based in Charlotte, NC. The firm has offices in six locations and a total of 418 employees. It administers $235 billion in assets across its 7,030 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 27 charities and foundations. Of its 7,030 client accounts, just 8% belong to high-net-worth investors who have at least $1 million in assets. The company performs a broad array of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Financial advisory fees typically depend on which services the firm provides the client. Fee types charged by Allspring Funds Management, LLC may include any combination of asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

Newton Square, PA

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Allspring Funds Management, LLC Brokerage Details

Total Assets Under Management

$235,232,798,890

PA Average: $3,625,019,099
Total Number of Employees

418

PA Average: 22
Total Number of Accounts

7,030

PA Average: 1,917
Average Account Size

$33,461,280

PA Average: $1,890,985

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Joshua Fiedler Work History

Joshua has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Allspring Funds Management, LLC

2022 - Present (2 years)

Allspring Funds Distributor, LLC

2020 - 2022 (2 years)

New York Life Investments

2011 - 2020 (9 years)

Nuveen Asset Management, LLC

2008 - 2020 (12 years)

Nuveen Investments, LLC

*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 Fiedler 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 Allspring Funds Management, LLC

Kevin Kelly
Charlotte, NC
Jeffrey Jennings
Larkspur, CA
Nelson Goenaga
Charlotte, NC
Charles Cochran
New York, NY
Jamie Poulos
Menomonee Falls, WI
Ronald Cohen
Boston, MA
Joseph Budagher
Carlsbad, CA
Reed Steinmann
Elgin, 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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