Joshua Settle (CRD# 7697097) is an Investment Advisor Representative working at Cornerstone Financial Consulting, LLC in De Pere, WI and has 1 year of experience in the finance industry.
CRD# 3078445
Mcglone Suttner Wealth Management, Inc.
CRD# 4323474
Lpl Financial LLC
CRD# 4997609
Advisors Management Group Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sabo Outdoors | Albemarle, NC | Jul 2023 - Current | < 1 |
| Cornerstone Financial Consulting, LLC | Warsaw, KY | Feb 2023 - Current | 1 |
| Nucor Corporation | Charlotte, NC | Mar 2023 - Jan 2024 | < 1 |
| Sabo Outdoors | Albemarle, NC | Jan 2023 - Jul 2023 | < 1 |
| Unemployed | Warsaw, KY | Jul 2022 - Feb 2023 | < 1 |
| Markon Solutions | Okinawa, | Dec 2020 - Jul 2022 | 1 |
| Secure Cyber Services LLC | Fort Myers, FL | Dec 2020 - Jul 2021 | < 1 |
| Technical Control Consultants, LLC | Okinawa, | Aug 2017 - Dec 2020 | 3 |
| Prosol Associates, LLC | Okinawa, | Oct 2016 - Jul 2017 | < 1 |
| United States Army | Columbus, GA | Jan 2012 - Dec 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2022 |
- KY
- OH
-
Total Assets Under Management20MILLIONS
-
Total Number of Accounts298ACCOUNTS
-
Average Account Value$65,436
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
KY, OH, WI
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