Joseph Vavruska, financial advisor Wauwatosa WI

Joseph Vavruska

CRD Number: 7560720
Current Firm: Prudential Financial Planning Services

Joseph Vavruska (CRD# 7560720) is an Investment Advisor Representative working at Prudential Financial Planning Services in Wauwatosa, WI and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
The Prudential Insurance Company Of America Sussex, WI Sep 2023 - Current < 1
Pruco Securities LLC Sussex, WI Mar 2023 - Current 1
Mills Fleet Farm Germantown, WI Jul 2017 - Current 6
Unemployed Hubertus, WI Mar 2013 - Jul 2017 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2023
Contact Info for Joseph D. Vavruska
Phone Number: 800-235-7637
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    16,379
    MILLIONS
  • Total Number of Accounts
    113,575
    ACCOUNTS
  • Average Account Value
    $144,211
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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