Joseph Thomas Wiegand
Investment adviser representative at Apple Tree Asset Management, LLC
24 yearsExperience
1 stateRegistered in
$151.9MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
24 years in the industry.
- Apple Tree Asset Management, LLCMar 2021 to now
- Lifetime Financial SolutionsMar 2009 to now
- Concorde Asset ManagementAug 2014 to Mar 2021
- Concorde Investment ServicesAug 2014 to Mar 2021
- Village Green ApartmentsSep 1997 to Mar 2021
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (IN).
Apple Tree Asset Management, LLC
$151.9MAssets managed
780Clients
6Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4435170
- Firm CRD
- 298437