Joshua Martin Wentz
Investment adviser representative at LPL Financial LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$819.1BFirm 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
- Seminars and workshops
Experience
11 years in the industry.
- LPL Financial, LLCJun 2025 to now
- Concentric Wealth ManagementApr 2022 to now
- Avantax Advisory ServicesMay 2023 to Jun 2025
- Avantax Insurance Agency, LLCApr 2022 to Jun 2025
- Avantax Investment Services Inc.Apr 2022 to Jun 2025
- Northwestern Mutual Investment Services LLCSep 2020 to Apr 2022
- Northwestern Mutual Life Insurance CompanySep 2020 to Apr 2022
- W&s Brokerage Services, Inc.Jan 2020 to Sep 2020
- Keller Williams Realty ServicesMay 2015 to Jun 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (OH).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 7217808
- Firm CRD
- 6413