Joseph Dewald (CRD# 2881285) is an Investment Advisor Representative working at Wealth Advisors Group in Fort Wayne, IN and has over 27 years of experience in the finance industry. Joseph Dewald 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.
CRD# 5440171
Secure Asset Management, LLC
CRD# 1200534
Raymond James & Associates, Inc.
CRD# 3175609
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealth Advisors Group | Fort Wayne, IN | Apr 2000 - Current | 24 |
| Lpl Financial LLC | Fort Wayne, IN | Apr 2000 - Aug 2017 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2000 |
| S65 | NASAA Investment Advisors Law Examination | Apr 1997 |
- IN
- TX
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Total Assets Under Management996MILLIONS
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Total Number of Accounts2,672ACCOUNTS
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Average Account Value$372,699
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, FL, IL, IN, MI, NC, OH, TX, WA
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