Joseph Westendorf
Joseph Westendorf is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Sarasota, FL, with 27 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1800 2nd St, Sarasota, FL, 34236
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Touchstone Securities, INC.Broker
Gwfs Equities, INC.Broker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Gwfs Equities, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Franklin/templeton Distributors, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Dean Witter Reynolds INC.Broker
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations10 states
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