Joshua Beaugrand (CRD# 6863438) is an Investment Advisor Representative working at Avantax Advisory Services in South Milwaukee, WI and has over 5 years of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Advisory Services | South Milwaukee, WI | Jan 2019 - Current | 5 |
| Avantax Investment Services, Inc. | South Milwaukee, WI | Oct 2017 - Current | 6 |
| Beaugrand & Baugher LLC | Kenosha, WI | Sep 2017 - Current | 6 |
| Beaugrand Tax & Accounting LLC | South Milwaukee, WI | Jul 2016 - Current | 7 |
| Snap On Tools LLC | Kenosha, WI | Dec 2013 - Jun 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2018 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2018 |
- WI
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- 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
- Other
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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