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.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Integrity Financial Advisors, LLC | Wenham, MA | Apr 2021 - Current | 3 |
| Auour Advisory | Wenham, MA | May 2013 - Current | 10 |
| Keystone Capital Corporation | San Diego, CA | May 2013 - Dec 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2013 |
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Total Assets Under Management317MILLIONS
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Total Number of Accounts775ACCOUNTS
-
Average Account Value$408,998
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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