Joseph Masciopinto, financial advisor Bloomington MN
90 score

Joseph Masciopinto

CRD Number: 6237109
Current Firm: Kestra Advisory Services, LLC

Joseph Masciopinto (CRD# 6237109) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Bloomington, MN and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Kestra Financial, Inc. Austin, TX Aug 2017 - Current < 1
Gallagher Benefit Services Rolling Meadows, IL Aug 2017 - Current < 1
Global Retirement Partners, LLC San Rafael, CA Jun 2017 - Aug 2017 < 1
Independent Financial Partners Edina, MN Jan 2014 - Aug 2017 3
Lpl Financial LLC Edina, MN Sep 2013 - Aug 2017 3
St. Olaf College Northfield, MN Aug 2009 - Jun 2013 3
Geraty Investments Eden Prairie, MN Jun 2011 - Aug 2012 1
Saint Thomas Academy Mendota Heights, MN Aug 2003 - Jun 2009 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2013
Contact Info for Joseph J. Masciopinto
Phone Number: 7374437101
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    16,009
    MILLIONS
  • Total Number of Accounts
    63,471
    ACCOUNTS
  • Average Account Value
    $252,225
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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