Joshua
Wolberg
Great River Financial
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About this Advisor
Joshua Wolberg is a certified financial planner working out of Minneapolis, Minnesota with a total of 2 years of industry experience. Wolberg is an advisor for Great River Financial. Their career trajectory has included roles at Lpl Financial LLC, Resources Investment Advisors, Inc, Triad Advisors, Inc, Great River Financial LLC and Channel Financial. Wolberg holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in Minnesota and Texas. Great River Financial is a business that has its headquarters in Minneapolis, MN. It administers $120 million in total assets between its 384 customer accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 384 accounts, 36% are held by high-net-worth investors who have more than $1 million in assets available to invest. The business offers a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial management typically vary depending on which services the firm provides the client. Fees charged by Great River Financial likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Great River Financial Brokerage Details
$119,809,969
3
384
$312,005
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Joshua Wolberg Work History
Joshua has been registered as a financial advisor for 2 years.*
Great River Financial LLC
Triad Advisors, Inc
Resources Investment Advisors, Inc
Channel Financial
Lpl Financial 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 Wolberg 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 Great River Financial
Minneapolis, MN
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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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.
