Joseph Westrup (CRD# 2027750) is an Investment Advisor Representative working at Osaic Wealth, Inc. in New Brighton, MN and has over 34 years of experience in the finance industry. Joseph Westrup 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.
CRD# 5667452
E-wealth Partners
CRD# 2558532
Mairs & Power
CRD# 1986789
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. Fka Royal Alliance Associates, Inc. | Minneapolis, MN | May 2005 - Current | 19 |
| Financial Dimensions Group, Inc. | Minneapolis, MN | May 2005 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1990 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1996 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MN
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
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