Judd
Arnold
Josh Arnold Investment Consultant, LLC
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About this Advisor
Judd Arnold is a financial advisor working out of Minneapolis, Minnesota who has 3 years of industry experience. Arnold is an employee of Josh Arnold Investment Consultant, LLC. Throughout their career, they have worked at Neuberger Berman Bd LLC, Citadel Lcc, Non-Compete Period and Josh Arnold Investment Consultant LLC. Arnold maintains Series 63 and Series 66 licenses, designating them as a securities representative, and can operate in Minnesota. Josh Arnold Investment Consultant, LLC is a registered investment business based in Minneapolis, MN. It handles $99 million in total assets between its 360 accounts, placing it among the smaller financial advisory firms in the country by assets under management. Of its 360 customer accounts, 25% are held by high-net-worth clients who have more than $1 million in assets available to invest. Josh Arnold Investment Consultant, LLC has a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors typically depend on the financial services offered. However, fees billed by Josh Arnold Investment Consultant, LLC likely are comprised of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Josh Arnold Investment Consultant, LLC Brokerage Details
$99,376,000
2
360
$276,044
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Judd Arnold Work History
Judd has been registered as a financial advisor for 3 years.*
Josh Arnold Investment Consultant LLC
Neuberger Berman Bd LLC
Neuberger Berman Bd LLC
Neuberger Berman Bd LLC
Non-Compete Period
Citadel Lcc
Non-Compete Period
*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 Judd Arnold 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 Josh Arnold Investment Consultant, LLC
Minneapolis, MN
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.
