Joshua Bader (CRD# 7799037) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Ann Arbor, MI and has 1 year of experience in the finance industry.
CRD# 6080268
Edward Jones
CRD# 2410444
Lincoln Financial Advisors Corporation
CRD# 4272290
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Plante Moran Financial Advisors, LLC | Ann Arbor, MI | Aug 2023 - Current | < 1 |
N/a | Toledo, OH | Dec 2022 - Aug 2023 | < 1 |
University Of Toledo | Toledo, OH | Aug 2019 - Dec 2022 | 3 |
Plante Moran Financial Advisors, LLC | Ann Arbor, MI | Jun 2022 - Aug 2022 | < 1 |
Plante Moran | Toledo, OH | Jan 2022 - Apr 2022 | < 1 |
Sylvania Schools | Sylvania, OH | Jul 2020 - Nov 2021 | 1 |
University Of Toledo | Toledo, OH | Aug 2019 - Nov 2021 | 2 |
Southview High School | Sylvania, OH | Aug 2015 - May 2019 | 3 |
Sylvania Recreation | Sylvania, OH | May 2018 - Aug 2018 | < 1 |
Sylvania Recreation | Sylvania, OH | May 2017 - Aug 2017 | < 1 |
Sylvania Recreation | Sylvania, OH | May 2016 - May 2016 | < 1 |
Timberstone Jr. High | Sylvania, OH | Aug 2012 - May 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Apr 2023 |
- MI
-
Total Assets Under Management19,432MILLIONS
-
Total Number of Accounts16,708ACCOUNTS
-
Average Account Value$1,163,041
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, AZ, CA, CO, CT, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, NC, NE, NH, NJ, NV, NY, OH, OR, PA, PR, SC, TN, TX, VA, WA, WI
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