Justin Karl Bolmgren
Investment adviser representative at William Joseph Capital Management, Inc.
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$694.3MFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- William Joseph Capital Management, Inc.Jan 2024 to now
- Origin FinancialNov 2022 to Mar 2023
- Bolmgren Retireplan, Inc.Mar 2013 to Dec 2023
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (IL, PA).
William Joseph Capital Management, Inc.
$694.3MAssets managed
1,879Clients
29Advisers
5 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
- 4673059
- Firm CRD
- 226535