JM
JM

Joshua Mulder

23 Years of Experience
Highland, MI
Broker

Joshua Mulder is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Highland, MI, with 23 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1641 South Milford Road, Suite C103, Highland, MI, 48357

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Joshua is the owner of Wagner and Mulder Financial Group, a support company/DBA established in 2018. The partnership name is used for naming convention only, with all business conducted through RJ and expenses paid individually.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
November 2016 - Present · 9 yrs 6 mos
Raymond James Financial Services, INC.
October 2016 - Present · 9 yrs 7 mos
Raymond James Financial Services, INC.Broker
October 2016 - Present · 9 yrs 7 mos
Previous Registrations
Ameriprise Financial Services, INC.
August 2010 - October 2016 · 6 yrs 2 mos
Ameriprise Financial Services, INC.Broker
October 2002 - October 2016 · 14 yrs
Ids Life Insurance CompanyBroker
October 2002 - July 2006 · 3 yrs 9 mos
State Registrations5 states
FLGAMINMTX
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.