Joshua Strittmatter, financial advisor Weatherford TX

Joshua Strittmatter

CRD Number: 4617567
Current Firm: Swmg, LLC

Joshua Strittmatter (CRD# 4617567) is an Investment Advisor Representative working at Swmg, LLC in Weatherford, TX and has over 21 years of experience in the finance industry. Joshua Strittmatter 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
Swmg, LLC Fort Worth, TX Dec 2012 - Current 11
Lpl Financial, LLC Fort Worth, TX Oct 2007 - Current 16
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2003
Contact Info for Joshua W. Strittmatter
Phone Number: 817-210-3444
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    196
    MILLIONS
  • Total Number of Accounts
    1,095
    ACCOUNTS
  • Average Account Value
    $179,359
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

TX

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