Joseph DownesCRD Number: 5426740
Current Firm: Laurel Wealth Planning
Joseph Downes (CRD# 5426740) is an Investment Advisor Representative working at Laurel Wealth Planning in Edina, MN and has over 8 years of experience in the finance industry. Joseph Downes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Phillip James Financial Company
Allodium Investment Consultants, LLC
Epiq Partners, LLC
|Laurel Wealth Planning, LLC||Edina, MN||May 2013 - Current||3|
|Raymond James Financial Services,inc||Edina, MN||May 2013 - Jun 2013||< 1|
|Raymond James Financial Services Advisors Inc.||Edina, MN||May 2013 - Jun 2013||< 1|
|Principal Life Ins Co||Minnetonka, MN||Sep 2012 - May 2013||< 1|
|Princor Financial Services Corp||Minnetonka, MN||Sep 2012 - May 2013||< 1|
|Unemployed||Eagan, MN||Feb 2012 - Sep 2012||< 1|
|Commonwealth Financial Network||Waltham, MA||May 2011 - Sep 2012||1|
|Think Investment Services||Eagan, MN||Apr 2011 - Feb 2012||< 1|
|Morgan Stanley Smith Barney||Bloomington, MN||Jan 2010 - Mar 2011||1|
|Unemployed||Minneapolis, MN||Apr 2009 - Jan 2010||< 1|
|Ubs Financial Services Inc.||Bloomington, MN||Sep 2007 - Apr 2009||1|
|Unemployed||Minneapolis, MN||Apr 2007 - Sep 2007||< 1|
|Graco Inc.||Minneapolis, MN||Dec 2002 - Apr 2007||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2007|
Total Assets Under Management143MILLIONS
Total Number of Accounts626ACCOUNTS
Average Account Value$228,508
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
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