Joshua
Brocker
Legacy Wealth
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About this Advisor
Joshua Brocker is a financial advisor based in Saint Paul, Minnesota, working with Legacy Wealth. Joshua has previously held positions at Legacy Wealth, New Life Academy, Bethel University, Ameriprise Financial, M Holdings Securities, Inc, and Legacy Wealth Asset Management, LLC Dba Legacy Wealth. Joshua has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Minnesota. Currently, Joshua is part of Legacy Wealth, which operates out of Saint Paul, Minnesota. The firm has 10 employees and manages assets totaling $413.0 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Legacy Wealth includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Legacy Wealth Brokerage Details
$413,000,000
10
1,053
$392,213
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Joshua Brocker Work History
Legacy Wealth Asset Management, LLC Dba Legacy Wealth
M Holdings Securities, Inc
Ameriprise Financial
Legacy Wealth
Bethel University
New Life Academy
Disclosures
Please visit the SEC profile of Joshua Brocker 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 Legacy Wealth
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
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