Joshua Paul Statler
Investment adviser representative at Krilogy
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5.2BFirm assets
Are you Joshua Paul Statler? Claim your profile
Contact this firm
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
Experience
16 years in the industry.
- KrilogyMay 2026 to now
- Krilogy Financial LLCMay 2026 to now
- Focus Partners Wealth, LLCMar 2025 to May 2026
- Great Point Capital, LLCDec 2023 to Mar 2025
- 25 FinancialAug 2017 to Mar 2025
- Arete Wealth Advisors LLCAug 2017 to Oct 2023
- Arete Wealth Management LLCAug 2017 to Oct 2023
- Larson Financial Securities, LLCJul 2010 to Aug 2017
- Larson Financial Group, LLCJan 2010 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (MO).
Krilogy
Legal name: Krilogy Financial LLC
$5.2BAssets managed
3,204Clients
63Advisers
17 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
- 5752552
- Firm CRD
- 149046