Joshua Fallenstein (CRD# 5904288) is an Investment Advisor Representative working at Gradient Wealth Management in Arden Hills, MN and has over 10 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Freedom Financial Insurance, LLC | Towanda, PA | Jun 2023 - Current | < 1 |
| Freedom Wealth Management, Llc Dba Aj Freedom Financial | Towanda, PA | Jun 2023 - Current | < 1 |
| Freedom Financial Tax, LLC | Towanda, PA | Jan 2018 - Current | 6 |
| Gradient Securities, LLC | Arden Hills, MN | Feb 2014 - Current | 10 |
| Freedom Financial Insurance, Llc Dba Aj Freedom Financial | Towanda, PA | Jan 2018 - Jun 2023 | 5 |
| Aj Freedom Financial, Inc. | Athen, PA | Jun 2015 - Dec 2017 | 2 |
| Alpha Captial Management, Inc. | Sayre, PA | Aug 2010 - Sep 2015 | 5 |
| Your Money Matters Wealth Management | Sayre, PA | Dec 2014 - Aug 2015 | < 1 |
| Your Money Matters Tax | Sayre, PA | Feb 2014 - Aug 2015 | 1 |
| Aj's Tax Service | Athens, PA | Feb 2014 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2013 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2014 |
- CA
- CO
- FL
- MD
- NH
- NJ
- NY
- NC
- PA
- TX
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Total Assets Under Management475MILLIONS
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Total Number of Accounts6,625ACCOUNTS
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Average Account Value$71,724
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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