Joshua Bartz

Joshua Bartz

Paraplanner

 

The epitome of time management

Years in the industry: 11

Years at the company: 1

Licenses and Education: The University of Minnesota, Duluth 2003,2004. AAS degree in audio engineering and music production from IPR - 2005. 

 

Josh brings the dedication of a father in service to clients. He enjoys getting to know the clients he works with and the opportunity that comes with growth. With time management under control the way a parent of young children can only do, Josh manages to not just do a great job but also study for further licenses, travel, and spend time with his family. 

Over 40 years in business

Over 200 years combined experience

1.2 B Assets Under Management

 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck