Joshuah Tatro is a registered investment advisor, based in Lenexa, KS, with 13 years of industry experience.
Location
13550 W 95th St., Lenexa, KS, 66227
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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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Joshuah is an employee and registered investment advisor representative of Manning & Napier Advisors, LLC, providing financial education for retirement plan participants. This role takes about a quarter of his time.
Employment History
Current Registrations
Mutual Securities, INC.Broker
October 2025 - Present · 7 mos
Modern Wealth Management, LLC
October 2025 - Present · 7 mos
Previous Registrations
Osaic Wealth, INC.
September 2015 - October 2025 · 10 yrs 1 mo
Osaic Wealth, INC.Broker
February 2014 - October 2025 · 11 yrs 8 mos
Manning & Napier Advisors, LLC
November 2012 - February 2014 · 1 yr 3 mos
Manning & Napier Investor Services, INC.Broker
March 2012 - February 2014 · 1 yr 11 mos
State Registrations5 states
CTFLNCNYTX
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.