Joshua J Mohr
Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 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 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
10 years in the industry.
- Greenstate Credit UnionNov 2025 to now
- LPL Financial LLCAug 2024 to now
- Financial Resources GroupMay 2025 to Nov 2025
- Greenstate Credit UnionJun 2024 to May 2025
- Keokuk County State BankJun 2022 to Dec 2023
- University of IowaAug 2021 to May 2025
- Pizza RanchNov 2017 to Aug 2021
- Sigourney Jr-sr High SchoolDec 2015 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (IA).
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
- 7978978
- Firm CRD
- 6413