Joseph Downes, financial advisor Edina MN
96 score

Joseph Downes

CRD 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 9 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Joseph B. Downes
Phone Number: 952-854-6250
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    143
    MILLIONS
  • Total Number of Accounts
    626
    ACCOUNTS
  • Average Account Value
    $228,508
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

MN

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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