![Joshua Flanders, financial advisor Green Bay WI](/img/ws/profile-blank-sq.png)
Joshua Flanders (CRD# 6727513) is an Investment Advisor Representative working at Harbour Investments, Inc. in Green Bay, WI and has over 7 years of experience in the finance industry.
![Jason Mc Glone, financial advisor Green Bay WI](/img/ws/profile-blank-sq.png)
CRD# 3078445
Mcglone Suttner Wealth Management, Inc.
![Steven Adamski, financial advisor Green Bay WI](/img/ws/profile-blank-sq.png)
CRD# 4323474
Lpl Financial LLC
![Rebecca Agamaite, financial advisor Green Bay WI](/img/ws/profile-blank-sq.png)
CRD# 4997609
Advisors Management Group Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Harbour Investments, Inc. | Madison, WI | Oct 2022 - Current | 1 |
Wachholz & Associates Wealth Management | Green Bay, WI | Oct 2022 - Current | 1 |
Thrivent Financial | Appleton, WI | Jul 2017 - Sep 2022 | 5 |
Thrivent Investment Management Inc. | Story City, IA | Jan 2017 - Sep 2021 | 4 |
Thrivent Financial | Appleton, WI | Jan 2017 - Jul 2017 | < 1 |
Chap Thrift Store | Burnsville, MN | Nov 2016 - Jan 2017 | < 1 |
Interlachen Country Club | Edina, MN | May 2016 - Oct 2016 | < 1 |
Love Lines Crisis Center | St. Anthony, MN | Jan 2015 - Aug 2016 | 1 |
Waconia Baseball Association | Waconia, MN | Jun 2016 - Jul 2016 | < 1 |
Crown College | St. Bonifacius, MN | Aug 2012 - May 2016 | 3 |
Crown College | St. Bonifacius, MN | Aug 2012 - Feb 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 2017 |
S65 | NASAA Investment Advisors Law Examination | Aug 2023 |
- WI
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Total Assets Under Management6,102MILLIONS
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Total Number of Accounts33,564ACCOUNTS
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Average Account Value$181,798
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