
Josiah Quick (CRD# 6382962) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Edina, MN and has over 3 years of experience in the finance industry.
CRD# 2665369
Brown Wealth Management, LLC
Score
103
CRD# 5082883
Phillip James Financial Company
Score
103
CRD# 4207178
Allodium Investment Consultants, LLC
Score
103
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Brokerage Services LLC | Edina, MN | Jan 2015 - Current | 3 |
Various Insurance Carriers For W&r Insurance Agencies | Lino Lakes, MN | Dec 2014 - Jan 2016 | 1 |
Waddell & Reed Inc. | Plymouth, MN | Aug 2014 - Jan 2016 | 1 |
Minnesota Music Coalition | St Paul, MN | Jun 2015 - Dec 2015 | < 1 |
Unemployed | Lino Lakes, MN | Jul 2014 - Aug 2014 | < 1 |
Strategic LLC | New York, NY | May 2013 - Jul 2014 | 1 |
Unemployed | St Paul, MN | Mar 2013 - May 2013 | < 1 |
Tcf Bank | Anoka, MN | Jan 2011 - Mar 2013 | 2 |
Zerorez | Roseville, MN | Nov 2009 - Jan 2011 | 1 |
Lagoon Cinema | Minneapolis, MN | May 2009 - Nov 2009 | < 1 |
Augsburg College - Lindell Library | Minneapolis, MN | Sep 2008 - May 2009 | < 1 |
Student | Shoreview, MN | Jul 2004 - May 2009 | 4 |
Zerorez | Roseville, MN | Sep 2007 - May 2008 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2014 |
- MN
-
Total Assets Under Management254,026MILLIONS
-
Total Number of Accounts688,691ACCOUNTS
-
Average Account Value$368,854
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, WY
About Wealthminder
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.