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Joshua Mesenburg

19 Years of Experience
Sandusky, OH
BrokerSells Insurance

Joshua Mesenburg is a registered investment advisor at Cetera Investment Advisers LLC, based in Sandusky, OH, with 19 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

110 W Perkins Ave, Sandusky, OH, 44870

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Joshua is an independent insurance agent selling fixed insurance products since 2013, and a senior account executive at UIS Insurance & Investments since 2012, both taking up nearly full-time. He also operates a small family grain farm, dedicating minimal time, and is a shareholder of W.C. Felton Agency.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
June 2021 - Present · 5 yrs 1 mo
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
July 2012 - June 2021 · 8 yrs 11 mos
Voya Financial Advisors, INC.Broker
July 2012 - June 2021 · 8 yrs 11 mos
The Huntington Investment Company
February 2010 - May 2012 · 2 yrs 3 mos
The Huntington Investment CompanyBroker
February 2010 - May 2012 · 2 yrs 3 mos
Fifth Third Securities, INC.
June 2009 - January 2010 · 7 mos
Fifth Third Securities, INC.Broker
June 2009 - January 2010 · 7 mos
Citigroup Global Markets INC.
October 2005 - December 2008 · 3 yrs 2 mos
Citigroup Global Markets INC.Broker
September 2005 - December 2008 · 3 yrs 3 mos
State Registrations1 state
OH
AdvisorBrokerBoth

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
No exam information available for this advisor.
Joshua Mesenburg - Financial Advisor | TrueAdvisor