Joseph Brandenburg
Joseph Brandenburg is a CFP-designated registered investment advisor at Alongside, LLC, based in Mill Creek, WA, with 13 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.65% |
Fees are negotiable and may vary based on the size of the account, complexity of the portfolio, extent of activity in the account, or other reasons agreed upon by us and the client.
Fee Estimator
Location
15117 Main St., Suite 207A, Mill Creek, WA, 98012
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joseph is a Senior Wealth Advisor & Investment Operations Lead at Thrivent Advisor Network, dedicating nearly full-time hours to providing investment advisory services. He also works as an insurance producer selling/servicing fixed insurance contracts for a few hours per week, and spends minimal time as President of Mary Condominium and owner of rental property.
Employment History
Current Registrations
Alongside, LLC
Previous Registrations
Thrivent Investment Management INC.Broker
Purshe Kaplan Sterling InvestmentsBroker
Thrivent Advisor Network, LLC
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations1 state
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.