Joshua Postlewaite (CRD# 7812871) is an Investment Advisor Representative working at Aan Wealth Advisors LLC in Canton, OH and has 1 year of experience in the finance industry.
CRD# 5523862
Whitaker-myers Wealth Managers, Ltd.
CRD# 5532114
Stifel, Nicolaus & Company, Incorporated
CRD# 4629095
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aan Wealth Advisors LLC | Canton, OH | Jan 2024 - Current | < 1 |
| Aan Wealth Advisors LLC | Canton, OH | Apr 2023 - Current | 1 |
| Midwest Dental And Smile Brands | Irvine, CA | Dec 2015 - Mar 2023 | 7 |
| Vitas Healthcare Hospice | Dublin, OH | Jan 2015 - Dec 2015 | < 1 |
| Affinity Advisory Network | Canton, OH | Apr 2013 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2023 |
- OH
-
Total Assets Under Management45MILLIONS
-
Total Number of Accounts288ACCOUNTS
-
Average Account Value$155,287
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Selection of other advisers (including private fund managers)
- Other
AR, MI, NM, OH, SC, TN, TX
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