Joshua Sheets is a registered investment advisor, based in Saint Cloud, MN, with 18 years of industry experience.
Location
Saint Cloud, MN
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Regulatory History (2)
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Regulatory
May 2017Final
Regulatory
March 2017Final
Other Business Activities
Joshua is an owner of Sheets LLC, a storage shed business, since spring/summer 2021. He anticipates spending a few hours per week managing all aspects of the business.
Employment History
Current Registrations
Transamerica Investors Securities, LLC
September 2016 - Present · 9 yrs 8 mos
Transamerica Retirement Advisors, LLC
September 2016 - Present · 9 yrs 8 mos
Transamerica Investors Securities, LLCBroker
September 2016 - Present · 9 yrs 8 mos
Previous Registrations
LPL Financial LLC
September 2013 - August 2016 · 2 yrs 11 mos
LPL Financial LLCBroker
September 2013 - August 2016 · 2 yrs 11 mos
Ameriprise Financial Services, INC.
April 2010 - September 2013 · 3 yrs 5 mos
Ameriprise Financial Services, INC.Broker
December 2007 - September 2013 · 5 yrs 9 mos
State Registrations52 states
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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.