JO
JO

Joshua Lloyd Ottinger

2 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
28 advisors
Number of Clients
1,380 clients
Average Client Portfolio
$308K average
Assets Under Management
$425.0M

Fee Structure

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Location

730 New Hampshire St., Unit 222, Lawrence, KS, 66044

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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 ActivitiesSells Insurance

Joshua works as an insurance agent selling life insurance and annuities with various companies since 2019. The time commitment varies.

Employment History
Current Registrations
Triad Wealth Partners, LLC
November 2024 - Present · 1 yr 3 mos
Previous Registrations
Gibbs Wealth Management, LLC
March 2023 - November 2024 · 1 yr 8 mos
State Registrations3 states
FLNJPA
Advisor
Exams
No exam information available for this advisor.