Joshua Daniel Magnus
Investment adviser representative at Seros Wealth Partners
10 yearsExperience
1 stateRegistered in
$359.2MFirm assets
5 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 assetsHourlySubscriptionFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Seros Wealth PartnersAug 2026 to now
- Authentic Counsel, LLC dba Wealth Builders InvestmentsFeb 2024 to Aug 2026
- Northwestern Mutual Wealth Management CompanySep 2022 to Feb 2024
- Northwestern Mutual Investment Services, LLCJan 2022 to Feb 2024
- Wells Fargo AdvisorsJun 2016 to Jan 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (CO).
Seros Wealth Partners
Legal name: Seros Financial, LLC
$359.2MAssets managed
457Clients
8Advisers
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
- 6023697
- Firm CRD
- 166808