Joseph Henry Schepers
Investment adviser representative at Millennial Advisers, LLC.
17 yearsExperience
1 stateRegistered in
$339.4MFirm assets
6 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
17 years in the industry.
- Millennial Advisers, LLC.Mar 2020 to now
- Allied Millennial Partners, LLCJan 2020 to now
- Forecast Capital Advisors IncOct 2017 to Mar 2020
- Salterra Capital StrategiesNov 2016 to Jul 2018
- Lido Isle AdvisorsAug 2015 to Nov 2016
- Exotic Reef ImportsMay 2009 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (NV).
Millennial Advisers, LLC.
$339.4MAssets managed
363Clients
11Advisers
6 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
- 4935499
- Firm CRD
- 170847