Joshua Legband, financial advisor Shoreview MN

Joshua Legband

CRD Number: 6401878
Current Firm: Great Waters Financial

Joshua Legband (CRD# 6401878) is an Investment Advisor Representative working at Great Waters Financial in Shoreview, MN and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Great Waters Wealth Management Shoreview, MN Apr 2022 - Current 1
Legband Enterprises Robbinsdale, MN Nov 2001 - Current 22
Advisornet Wealth Management Minneapolis, MN Jun 2015 - Apr 2022 6
Great Waters Financial New Hope, MN Aug 2014 - Apr 2022 7
Redhawk Wealth Advisors, Inc. Minneapolis, MN Sep 2014 - Nov 2015 1
Oliver & Johnson Pa Minneapolis, MN Sep 2013 - Aug 2014 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2014
Contact Info for Joshua M. Legband
By the Numbers
  • Total Assets Under Management
    1,017
    MILLIONS
  • Total Number of Accounts
    6,321
    ACCOUNTS
  • Average Account Value
    $160,923
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, FL, IL, MN, SD, TX, WI

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