Joshua McKinley (CRD# 4699505) is an Investment Advisor Representative working at Twig Asset Management, LLC in Eden Prairie, MN and has over 20 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 |
|---|---|---|---|
| Third Seven Capital, Llc Dba Four Springs Capital | Lake Como, Nj, NJ | Feb 2021 - Current | 3 |
| Aei Fund Management | St. Paul, MN | Nov 2013 - Current | 10 |
| Twig Asset Management | Minneapolis, MN | Jul 2012 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2003 |
| S63 | Uniform Securities State Law Examination | Jul 2022 |
- MN
-
Total Assets Under Management9MILLIONS
-
Total Number of Accounts35ACCOUNTS
-
Average Account Value$254,286
- 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
- Other
MN
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