Joshua MischkeCRD Number: 5597342
Current Firm: National Planning Corporation ("npc Of America" In Fl & Ny)
Joshua Mischke (CRD# 5597342) is an Investment Advisor Representative working at National Planning Corporation ("npc Of America" In Fl & Ny) in Denver, CO and has over 9 years of experience in the finance industry.
Ewealth Consulting, LLC
Fit Financial Consulting LLC
|National Planning Corporation||Denver, CO||Jul 2010 - Current||7|
|Trilogy Financial Services||Denver, CO||Jul 2010 - Current||7|
|Financial West Group||Westlake Village, CA||Mar 2010 - Jul 2010||< 1|
|Redirect Guide||Denver, CO||Sep 2009 - Jul 2010||< 1|
|Unemployed||Denver, CO||Feb 2009 - Sep 2009||< 1|
|Morgan Stanley||Centennial, CO||Sep 2008 - Feb 2009||< 1|
|Colorado Citizens Coalition||Denver, CO||Jul 2008 - Sep 2008||< 1|
|Lamn Consulting||Denver, CO||May 2008 - Jul 2008||< 1|
|Democracy In Action||Portland, OR||Oct 2007 - May 2008||< 1|
|Western States College Of Chiropractic||Portland, OR||Jul 2007 - Sep 2007||< 1|
|Palmer West College Of Chiropractic||San Jose, CA||Sep 2006 - Jul 2007||< 1|
|Coloradoans For Fairness||Denver, CO||May 2006 - Sep 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2008|
Total Assets Under Management7,811MILLIONS
Total Number of Accounts42,943ACCOUNTS
Average Account Value$181,887
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.