Joseph Andre (CRD# 6456530) is an Investment Advisor Representative working at Mesirow Financial Investment Management, Inc. in Highland Park, IL and has over 8 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mesirow Financial, Inc. | Highland Park, IL | Mar 2020 - Current | 4 |
| U.s. Bancorp Investments, Inc. | Chicago, IL | Jul 2019 - Dec 2019 | < 1 |
| Bankers Life Securities Inc. | Chicago, IL | Mar 2016 - May 2019 | 3 |
| Principal Life Insurance | Des Moines, IA | Feb 2015 - Mar 2016 | 1 |
| Princor Financial Services | Des Moines, IA | Feb 2015 - Mar 2016 | 1 |
| Manpower | Des Moines, IA | Aug 2014 - Feb 2015 | < 1 |
| Iowa International Center | Des Moines, IA | Jan 2014 - Aug 2014 | < 1 |
| Des Moines Public Library | Des Moines, IA | Oct 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2016 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2019 |
- IL
-
Total Assets Under Management45,723MILLIONS
-
Total Number of Accounts13,623ACCOUNTS
-
Average Account Value$3,356,294
- A percentage of assets under your management
- Performance-based 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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 derived from SEC.gov data covering 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.
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.