Joshua Ott (CRD# 7323533) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Roseville, MN and has 1 year of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Transamerica Financial Advisors, Inc. | Roseville, MN | Jun 2023 - Current | < 1 |
| H&r Block | Grand Forks, ND | Jan 2023 - Current | 1 |
| Wfgia | Roseville, MN | Oct 2020 - Current | 3 |
| Joshua Ott Consulting (unincorporated) | Grand Forks, ND | Oct 2020 - Current | 3 |
| Transamerica Financial Advisors, Inc. | Greenwood Village, CO | Dec 2020 - Jan 2023 | 2 |
| Unemployed | Broomfield, CO | Sep 2020 - Nov 2020 | < 1 |
| Howard O. Bernstein, P.c. | Boulder, CO | Feb 2020 - Sep 2020 | < 1 |
| Ernst And Young | Manhattan, NY | Oct 2015 - Feb 2020 | 4 |
| Unemployed | Broomfield, CO | Jun 2011 - Oct 2015 | 4 |
| Student | New York, NY | Oct 2010 - Oct 2015 | 5 |
| Student | New York, NY | Jun 2013 - Sep 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2023 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2023 |
- MN
- ND
-
Total Assets Under Management1,619MILLIONS
-
Total Number of Accounts45,001ACCOUNTS
-
Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV, WY
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