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Joshua Alan Suedkamp

Investment adviser representative at Touchstone Advisors Inc
11 yearsExperience
1 stateRegistered in
$31.1BFirm assets
32 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 assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

11 years in the industry.

  1. Touchstone Advisors IncFeb 2025 to now
  2. Touchstone SecuritiesDec 2024 to now
  3. W&s Brokerage Services, Inc.Mar 2024 to Dec 2024
  4. Western and Southern LifeSep 2023 to Dec 2024
  5. UnemployeedOct 2022 to Sep 2023
  6. Northwestern MutualJun 2022 to Sep 2022
  7. Lotus Thai and SushiJun 2020 to Jun 2022
  8. UnemployedFeb 2013 to Jun 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law2024
  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (OH).

Touchstone Advisors Inc

$31.1BAssets managed
40Clients
78Advisers
32 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
7544574
Firm CRD
107028
Advisor's SEC record (opens in a new tab)
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