Joshua Boomsma
Joshua Boomsma is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Sioux City, IA, with 15 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
501 Pierce St, Sioux City, IA, 51101
Get directionsHistory
Regulatory History (1)
Criminal
October 1995Other Business Activities
Joshua owns rental property in Arnolds Park, Iowa, managing weekly and monthly rentals. He spends minimal time on advertising and maintenance.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Advisors, LLC
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Edward Jones
Edward JonesBroker
State Registrations15 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.