Josef Ghaussy (CRD# 6869069) is an Investment Advisor Representative working at Hub Investment Advisors, Inc. in Omaha, NE and has over 5 years of experience in the finance industry. Josef Ghaussy 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# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hub Investment Advisors, Inc. | Omaha, NE | Dec 2019 - Current | 4 |
| Hub International Great Plains, LLC | Omaha, NE | Jul 2018 - Current | 5 |
| M Holdings Securities, Inc. | Portland, OR | Jul 2018 - Current | 5 |
| Silverstone Asset Management Inc. | Omaha, NE | Apr 2019 - Dec 2019 | < 1 |
| Drake University | Des Moines, IA | Aug 2014 - May 2018 | 3 |
| Gremler Financial | Des Moines, IA | Oct 2017 - Feb 2018 | < 1 |
| All Star Financial | Minneapolis, MN | May 2017 - Aug 2017 | < 1 |
| Banana Republic | Des Moines, IA | Oct 2016 - Jan 2017 | < 1 |
| Wellmark Blue Cross And Blue Shield | Des Moines, IA | May 2016 - Aug 2016 | < 1 |
| L.l. Bean | Barrington, IL | Oct 2012 - Sep 2015 | 2 |
| Full Time Student | Barrington, IL | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2019 |
- IA
- NE
-
Total Assets Under Management1,511MILLIONS
-
Total Number of Accounts493ACCOUNTS
-
Average Account Value$3,065,712
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CO, IA, IL, MI, NE, PA, SD
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