Joseph Weber
Joseph Weber is a registered investment advisor at Integrated Financial Solutions, PLLC, based in Wauwatosa, WI, with 22 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 289 clients with $85M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFS offers investment management services for an annual fee of up to 2% of the assets managed. This fee may be negotiable. Fees are billed monthly or quarterly in advance. Clients can terminate the agreement with 30 days' written notice, and unearned fees will be refunded.
Location
11220 W Burleigh, Suite 100, Wauwatosa, WI, 53222
Get directionsHistory
Regulatory History (3)
Criminal
May 2017Customer Dispute
December 2016Criminal
March 2000Other Business ActivitiesSells Insurance
Joseph is an independent insurance agent since 2008, selling individual and group fixed insurance products. This takes about 10-20% of his time.
Employment History
Current Registrations
Integrated Financial Solutions, PLLC
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Metlife Securities INC.Broker
MML Investors Services, INC.Broker
MML Investors Services, INC.
MML Investors Services, INC.Broker
Mony Securities CorporationBroker
Trusted Securities Advisors CORP.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.