Joseph Hosler, financial advisor Wenham MA
98 score

Joseph Hosler

CRD Number: 1290907
Current Firm: Auour Investments LLC
Compensation Model: Fee Only

Joseph Hosler (CRD# 1290907) is a founder of Auour Investment Management in Wenham, MA and has over 3 years of working with individuals and families.  Prior to founding Auour (pronounced 'our'), Joe worked for over two decades managing investments for large pensions and mutual funds.

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Professional Designations
Company Name Location Dates Years
Keystone Capital Corporation San Diego, CA May 2013 - Current 3
Auour Advisory Wenham, MA May 2013 - Current 3
Cadaret, Grant & Company, Inc. Dedham, MA Apr 2013 - May 2013 < 1
Hms Financial Group Dedham, MA Apr 2013 - May 2013 < 1
Pioneer Investments Boston, MA Sep 2010 - Feb 2013 2
Alpha One Capital Boston, MA Aug 2009 - Sep 2010 1
Mass Mutual Boston, MA Aug 2003 - Aug 2009 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2013
Contact Info for Joseph B. Hosler
Phone Number: (978) 338-4830
Firm Website:
Registered State(s):
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


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Clean Record
This advisor has a clean track record with regulators.

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