Joshua Henry Frierdich

Mid-American Wealth Advisory Group

6 Years of Experience

View SEC Summary

Areas of Practice

Investment Management

Mid-American Wealth Advisory Group

Compensation

Fee-Only (AUM)

Firm Size

5 advisors

Number of Clients

936 clients

Average Client Portfolio

$303K average

Assets Under Management

$283.3M

Fee Structure

Financial Planning:Investment management only

Location

7505 NW Tiffany Springs Parkway, 4th Floor, Kansas City, MO, 64153

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History

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.

Employment History

Current Registrations

Mid-American Wealth Advisory Group

November 2024 - Present · 1 yr 3 mos

Previous Registrations

Onedigital Investment Advisors

July 2020 - July 2024 · 4 yrs

Barber Financial Group

January 2019 - November 2020 · 1 yr 10 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.