Joseph HoslerCRD 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.
United Planners' Financial Services Of America A Limited Partner
Walnut Hill Advisors, LLC
|Keystone Capital Corporation||San Diego, CA||May 2013 - Current||4|
|Auour Advisory||Wenham, MA||May 2013 - Current||4|
|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|
Total Assets Under Management76MILLIONS
Total Number of Accounts368ACCOUNTS
Average Account Value$206,099
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, CT, FL, KY, MA, NC, NH, NJ, NY, OH, OK, PA, SC, TX, UT
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