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Justin Karl Bolmgren

WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.·BRISTOL, Connecticut
Series 7, Series 24, Series 66Clean record19 years registeredWILLIAM JOSEPH CAPITAL MANAGEMENT, INC.
210 RED STONE HILL ROAD, BRISTOL, CT 06010CRD# 4673059Firm CRD# 226535

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Justin Karl Bolmgren · BRISTOL, CT
Registration
CRD #4673059 · WILLIAM JOSEPH CAPITAL MANAGEMENT, INC. · 19 years registered
Brand Profile
Not yet started
01

Career History

WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.
Jan 2024 – present
ORIGIN FINANCIAL
Nov 2022 – Mar 2023
MILFORD, PA
BOLMGREN RETIREPLAN, INC.
Apr 2013 – Dec 2023
CHICAGO, IL
FMSI ADVISERS
Sep 2010 – Apr 2013
CHICAGO, IL
ADVANCE CAPITAL MANAGEMENT INC
Nov 2006 – Sep 2010
LISLE, IL
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 66
Registration record
First registered · November 29, 2006
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.
CRD 226535 · SEC 801-119964
AUM
$270M
Regulatory assets under management
Employees
19
835 client accounts
Services offered by WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WILLIAM JOSEPH CAPITAL MANAGEMENT, INC. →
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05

Frequently Asked Questions

What services does Justin Karl Bolmgren offer?
Justin Karl Bolmgren specializes in Financial Planning, Investment Management. Contact their office in BRISTOL, Connecticut for a consultation.
What are Justin Karl Bolmgren's credentials?
Justin Karl Bolmgren is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Justin Karl Bolmgren located?
Justin Karl Bolmgren is based in BRISTOL, Connecticut, working with WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.. Their office serves clients in the BRISTOL metropolitan area and surrounding communities.
How does Justin Karl Bolmgren charge for services?
Justin Karl Bolmgren's firm is compensated through percentage of aum, hourly charges, subscription fees, other: selection of other advisers. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.?
WILLIAM JOSEPH CAPITAL MANAGEMENT, INC. has approximately 19 employees and manages $270M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Joseph Elzie Goss
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Matthew Thomas Sweeney
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