Unclaimed Profile

Joseph William Michaud

CRUSONIA WEALTH ADVISORS LLC·DENVER, Colorado

Series 7, Series 55, Series 63, Series 66Clean record15 years registeredCRUSONIA WEALTH ADVISORS LLC

200 FILLMORE ST, DENVER, CO 80206CRD# 2780455Firm CRD# 330057

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joseph William Michaud · DENVER, CO

Registration

CRD #2780455 · CRUSONIA WEALTH ADVISORS LLC · 15 years registered

Brand Profile

Not yet started

Career History

MICHAUD CAPITAL MANAGEMENT LLC

Jan 2012 – present

PRAIRIE CAPITAL MANAGEMENT, LLC

Jan 2011 – Dec 2011

KANSAS CITY, MO

UMB FINANCIAL SERVICES, INC.

Jan 2011 – Jan 2011

DENEVR, CO

Registrations & Exams

FINRA examinations passed

Series 7

Series 55

Series 63

Series 66

Registration record

First registered · January 4, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CRUSONIA WEALTH ADVISORS LLC

CRD 330057 · SEC 801-129632

AUM

$152M

Regulatory assets under management

Employees

225 client accounts

Services offered by CRUSONIA WEALTH ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CRUSONIA WEALTH ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Joseph William Michaud offer?

Joseph William Michaud specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in DENVER, Colorado for a consultation.

What are Joseph William Michaud's credentials?

Joseph William Michaud is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joseph William Michaud located?

Joseph William Michaud is based in DENVER, Colorado, working with CRUSONIA WEALTH ADVISORS LLC. Their office serves clients in the DENVER metropolitan area and surrounding communities.

How does Joseph William Michaud charge for services?

Joseph William Michaud's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CRUSONIA WEALTH ADVISORS LLC?

CRUSONIA WEALTH ADVISORS LLC has approximately 5 employees and manages $152M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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