Joshua Preiss (CRD# 6671001) is an Investment Advisor Representative working at Merit Financial Advisors in Sheboygan Falls, WI and has over 7 years of experience in the finance industry.
CRD# 4497282
Stifel, Nicolaus & Company, Incorporated
CRD# 2240211
Merit Financial Advisors
CRD# 5791309
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Sheboygan Falls, WI | Aug 2022 - Current | 1 |
| Merit Financial Group, LLC | Alpharetta, GA | Aug 2022 - Current | 1 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Nov 2017 - Aug 2022 | 4 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Nov 2017 - Aug 2022 | 4 |
| Mersberger Financial | Sheboygan Falls, WI | Jun 2016 - Aug 2022 | 6 |
| Voya Financial Advisors | Sheboygan Falls, WI | Nov 2016 - Nov 2017 | 1 |
| Uw Oshkosh | Oshkosh, WI | Sep 2014 - May 2016 | 1 |
| Global Industrial | Menominee Falls, WI | Dec 2015 - Jan 2016 | < 1 |
| Rexnord | Milwaukee, WI | May 2014 - Aug 2014 | < 1 |
| Uw Oshkosh | Oshkosh, WI | Sep 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2016 |
- WI
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Total Assets Under Management7,252MILLIONS
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Total Number of Accounts25,088ACCOUNTS
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Average Account Value$289,068
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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