Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningInsurance PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
131 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$162.1M
Fee Structure
Minimum Investment:$250K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $750K | 1.00% |
| $750K+ | 0.10% |
The fee may be negotiable in certain cases.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact
Joshua Lin Wolberg
Location
9800 Shelard Pkwy, Suite 113, Plymouth, MN, 55441
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Great River Financial
July 2021 - Present · 4 yrs 7 mos
Previous Registrations
Triad Advisors LLCBroker
February 2017 - August 2018 · 1 yr 6 mos
Resources Investment Advisors
December 2014 - December 2021 · 7 yrs
Bukaty Companies Financial Services
December 2014 - December 2014 · 0 mos
Financial Advocates Advisory Services
January 2014 - December 2014 · 11 mos
LPL Financial LLCBroker
February 2010 - March 2017 · 7 yrs 1 mo
LPL Financial LLC
February 2010 - September 2016 · 6 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2007 - February 2010 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2007 - February 2010 · 2 yrs 6 mos
State Registrations2 states
MNTX
Advisor
Exams
No exam information available for this advisor.
Additional Information
I am the President and Founder of Great River Financial. Prior to becoming an advisor in 2007, I spent 9 years combined in software development and corporate finance. I serve clients as the Lead Financial Planner and Investment Manager for Great River Financial. I also teach as an adjunct instructor at Minnesota State University in Edina, MN where I help other Financial Advisors pursue the CFP® Designation.
Contact
Joshua Lin Wolberg