Joshua Cumrine, financial advisor Loveland CO
90 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 4 years of experience in the finance industry.

Similar Advisors
Kreighton Bieger, financial advisor Loveland CO
Kreighton K. Bieger
CRD# 5148489
Kilterhowling LLC
Score
103
Similar Advisors
Matthew Kelley, financial advisor Loveland CO
Matthew Kelley
CRD# 4504752
Gold Medal Waters, Inc.
Score
103
Similar Advisors
David McMillan, financial advisor Loveland CO
David G. McMillan
CRD# 4848933
Caledonia Wealth Management, Ltd.
Score
103
Company Name Location Dates Years
Cumrine Wealth Management, LLC Loveland, CO Jun 2015 - Current 1
Cumrine & Company, LLC Loveland, CO Jan 2009 - Current 7
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
Jpmchase Bank Longmont, CO Nov 2006 - Jul 2007 < 1
Target Westminster, CO Aug 2006 - Nov 2006 < 1
Extended Travel Orangevale, CA Jan 2005 - Aug 2006 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
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CO

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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.