Joshua Hollis
Joshua Hollis is a registered investment advisor at Kingdom Financial Group, LLC, based in Peoria, AZ, with 8 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 1,549 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kingdom Financial Group does not directly manage investments for individual clients. Instead, they refer clients to third-party money managers. The fees for these managers vary depending on the advisor selected, the amount of assets managed, and the number of accounts. Kingdom Financial Group receives a portion of the fee charged by the third-party manager as a referral fee.
Location
14155 N. 83 Ave #144, Peoria, AZ, 85381
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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 Activities
Joshua works as a financial professional at Wilde Wealth Management, providing advisor support. This activity is investment-related and takes up a full-time commitment.
Employment History
Current Registrations
Kingdom Financial Group, LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
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.