Unclaimed Profile

Joshua Mcgee Bennett

VINCERE WEALTH MANAGEMENT, LLC·INDIANAPOLIS, Indiana

SIE, Series 7, Series 63, Series 66CFPClean record12 years registeredVINCERE WEALTH MANAGEMENT, LLC

3500 DEPAUW BLVD., INDIANAPOLIS, IN 46268CRD# 6106376Firm CRD# 293852

Profile Verification

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

Identity

Joshua Mcgee Bennett · INDIANAPOLIS, IN

Registration

CRD #6106376 · VINCERE WEALTH MANAGEMENT, LLC · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: VINCERE WEALTH MANAGEMENT, LLC

LIFEWORKS ADVISORS, LLC

May 2024 – Oct 2025

Carmel, IN

SUREPATH WEALTH MANAGEMENT

Aug 2018 – Feb 2019

Redwood City, CA

VINCERE WEALTH MANAGEMENT, LLC

Apr 2018 – Dec 2024

INDIANAPOLIS, IN

POLARIS GREYSTONE FINANCIAL GROUP, LLC

Mar 2017 – Dec 2017

SAN RAFAEL, CA

CHARLES SCHWAB & CO., INC.

Nov 2013 – Mar 2017

CORTE MADERA, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · November 29, 2013

Years registered · 12

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VINCERE WEALTH MANAGEMENT, LLC

CRD 293852 · SEC 801-123356

AUM

$62M

Regulatory assets under management

Employees

731 client accounts

Services offered by VINCERE WEALTH MANAGEMENT, LLC

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 VINCERE WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Joshua Mcgee Bennett offer?

Joshua Mcgee Bennett specializes in Financial Planning, Investment Management.

What are Joshua Mcgee Bennett's credentials?

Joshua Mcgee Bennett holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Joshua Mcgee Bennett located?

Joshua Mcgee Bennett is based in INDIANAPOLIS, Indiana, last registered with VINCERE WEALTH MANAGEMENT, LLC.

How does Joshua Mcgee Bennett charge for services?

Joshua Mcgee Bennett's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VINCERE WEALTH MANAGEMENT, LLC?

VINCERE WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $62M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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