Joshua Cumrine, financial advisor Loveland CO
93 score

Joshua Cumrine

CRD Number: 5387098
Current Firm: Cumrine Wealth Management, LLC

Joshua Cumrine (CRD# 5387098) is an Investment Advisor Representative working at Cumrine Wealth Management, LLC in Loveland, CO and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Cumrine Wealth Management, LLC Loveland, CO Jun 2015 - Current 2
Cumrine & Company, LLC Loveland, CO Jan 2009 - Current 9
Retirement Wealth Advisors, Inc. Jenison, MI May 2014 - Jun 2015 1
Global Financial Private Capital Sarasota, FL Oct 2012 - Apr 2014 1
Catalyst Financial Loveland, CO Jan 2011 - Oct 2012 1
Nylife Securities LLC Arvada, CO Mar 2010 - Jan 2011 < 1
New York Life Insurance Arvada, CO Sep 2009 - Jan 2011 1
Butcher Hansen Loveland, CO Jan 2009 - Feb 2010 1
Jpmchase Bank Na Boulder, CO Jul 2007 - Jan 2009 1
Chase Investment Services Corp Boulder, CO Jul 2007 - Jan 2009 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2012
Contact Info for Joshua A. Cumrine
Phone Number: 970-663-3211
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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