Joseph Schepers
Joseph Schepers is a registered investment advisor at Millennial Advisers, LLC., based in Las Vegas, NV, with 9 years of industry experience. Joseph is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 363 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Advisory fees are negotiated between the client and the investment advisor representative, generally ranging from 0.50% to 2.00% annually.
Fee Estimator
Location
Las Vegas, NV
Get directionsHistory
Regulatory History (1)
Criminal
October 2014Other Business Activities
Joseph owns rental property in Nevada since 2022, generating income from rent payments. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Millennial Advisers, LLC.
Allied Millennial Partners, LLC
Allied Millennial Partners, LLCBroker
Previous Registrations
Kern, Suslow Securities, INC.Broker
Synergy Investment Group, LLCBroker
Chase Investment Services CORP.Broker
Moors & Cabot Financial Advisors, LLCBroker
National Securities CorporationBroker
Joseph Gunnar & CO. LLCBroker
Grodsky Associates, INC.Broker
State Registrations46 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.
Exams
More Advisors
- Reynaldo Lucero, CFPStrategic Advisers LLC
- Matteo Hoch, CFPBird Spring Financial LLC
- Devan Wyson, CFPForthright Partnerstm
- Lien Chaing, CFPCogwheel Wealth Management, LLC
- Jordan Naffa, CFPArista Wealth Management, LLC
- Brett Myer, CFASequoia Financial Group, L.L.C.