Joseph Charles Grochowski
Investment adviser representative at Bluespring Wealth Management, LLC
15 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$5.4BFirm assets
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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
15 years in the industry.
- Kestra Financial Inc.May 2026 to now
- Bluespring Wealth Management, LLCFeb 2017 to now
- Sns Financial Group, LLC (d/b/a Vector Wealth Management)Jan 2017 to May 2026
- Purshe Kaplan Sterling InvestmentsApr 2013 to May 2026
- Vector Wealth Management, LLCMay 2011 to May 2026
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (MN).
Bluespring Wealth Management, LLC
$5.4BAssets managed
3,250Clients
45Advisers
16 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
- 4498602
- Firm CRD
- 152667