Joshua Fuller (CRD# 6331286) is an Investment Advisor Representative working at Prudential Financial Planning Services in Overland Park, KS and has over 9 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prudential Insurance Company Of America | Overland Park, KS | Apr 2019 - Current | 5 |
| Pruco Securities, LLC | Overland Park, KS | Apr 2019 - Current | 5 |
| Thrivent Financial | Appleton, WI | Nov 2014 - Apr 2019 | 4 |
| Thrivent Investment Management Inc. | Blue Springs, MO | Jun 2014 - Apr 2019 | 4 |
| Thrivent Financial | Appleton, WI | Sep 2014 - Nov 2014 | < 1 |
| Metlife | Kansas City, MO | Sep 2007 - Sep 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2014 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2017 |
- KS
- MO
- TX
-
Total Assets Under Management16,379MILLIONS
-
Total Number of Accounts113,575ACCOUNTS
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Average Account Value$144,211
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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