Joshua Lin Wolberg
Investment adviser representative at Great River Financial
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$201.9MFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Great River Financial LLCFeb 2021 to now
- Triad Advisors, Inc.Feb 2017 to Aug 2018
- Resources Investment Advisors, Inc.Dec 2014 to Dec 2021
- Channel FinancialOct 2011 to Dec 2021
- LPL Financial LLCFeb 2010 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Great River Financial
Legal name: Great River Financial LLC
$201.9MAssets managed
136Clients
3Advisers
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
- 5004871
- Firm CRD
- 314172