Joseph Christopher Arsenault
Investment adviser representative at Arbor Wealth Management, LLC
15 yearsExperience
2 statesRegistered in
PFSDesignation
$138.1MFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Arbor Insurance, LLCJan 2019 to now
- Arbor Wealth Management, LLCMay 2012 to now
- Arbor Financial & Tax, PllcAug 2011 to Dec 2019
Designations
- PFS
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Arbor Wealth Management, LLC
$138.1MAssets managed
111Clients
2Advisers
1 yearIn 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
- 6126101
- Firm CRD
- 168774