Joshua Pratt (CRD# 2911564) is an Investment Advisor Representative working at Harbour Investments, Inc. in Madison, WI and has over 12 years of experience in the finance industry.
CRD# 4902024
Wismed Financial, Inc.
CRD# 5525772
Ameriprise Financial Services, LLC
CRD# 4582706
Trustage Investment Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Harbour Investments, Inc. | Madison, WI | Nov 2023 - Current | < 1 |
| Beacon Wealth Advisors, LLC | Mchenry, IL | Jan 2017 - Current | 7 |
| Beacon Insurance Advisors, LLC | Mchenry, IL | Jan 2017 - Current | 7 |
| Gradient Securities, LLC | Arden Hills, MN | Jan 2017 - Nov 2023 | 6 |
| Thrivent Investment Management, Inc. | Appleton, WI | Jun 2016 - Nov 2016 | < 1 |
| Thrivent Investment Management Inc. | Lake In The Hills, IL | May 2011 - Nov 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2011 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2016 |
- IL
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Total Assets Under Management6,102MILLIONS
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Total Number of Accounts33,564ACCOUNTS
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Average Account Value$181,798
- A percentage of assets under your management
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