Joseph Fisher (CRD# 7671881) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in Woods Cross, UT and has 1 year of experience in the finance industry.
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 3037835
Rock House Financial
CRD# 1473328
Brookstone Capital Management LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Trailblazerz LLC | American Fork, UT | May 2022 - Current | 2 |
Renu LLC | Colorado Springs, CO | Jan 2021 - May 2022 | 1 |
Utah Valley University | Orem, UT | Aug 2019 - Jan 2021 | 1 |
University Of Utah | Salt Lake City, UT | May 2018 - Aug 2019 | 1 |
Womple | Lehi, UT | May 2017 - Apr 2018 | < 1 |
Byu Idaho | Rexburg, ID | Aug 2016 - May 2017 | < 1 |
Blueraven Solar | American Fork, UT | Feb 2016 - Aug 2016 | < 1 |
Lds Church Service Mission | San Jose, | Jan 2014 - Feb 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Nov 2022 |
- UT
-
Total Assets Under Management373MILLIONS
-
Total Number of Accounts3,537ACCOUNTS
-
Average Account Value$105,516
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.