Surface Financial LLC
Surface Financial LLC (CRD# 222514) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management0MILLION
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Joshua Preiser (CRD# 5039876) is an Investment Advisor Representative working at Surface Financial LLC in Wausau, WI and has over 10 years of experience in the finance industry.