Unclaimed Profile

Joshua Isaac Kadish

ADVANTAGE INVESTMENT MANAGEMENT, LLC·CEDAR RAPIDS, Iowa

SIE, Series 7, Series 63, Series 6524 years registeredADVANTAGE INVESTMENT MANAGEMENT, LLC

230 2ND STREET SE, CEDAR RAPIDS, IA 52401CRD# 2573106Firm CRD# 146236

Profile Verification

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

Identity

Joshua Isaac Kadish · CEDAR RAPIDS, IA

Registration

CRD #2573106 · ADVANTAGE INVESTMENT MANAGEMENT, LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ADVANTAGE INVESTMENT MANAGEMENT, LLC

ALLWORTH FINANCIAL, L.P.

Aug 2022 – Jan 2024

Riverwoods, IL

AW SECURITIES

Aug 2022 – Oct 2022

Riverwoods, IL

ARBOR POINT ADVISORS

Aug 2019 – Aug 2022

RIVERWOODS, IL

SECURITIES AMERICA ADVISORS, INC.

Oct 2017 – Aug 2022

RIVERWOODS, IL

ADVANTAGE INVESTMENT MANAGEMENT, LLC

Mar 2009 – Aug 2012

RIVERWOODS, IL

NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)

Nov 2001 – Nov 2017

RIVERWOODS, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · November 1, 2001

Years registered · 24

Disclosure History

1997Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

ADVANTAGE INVESTMENT MANAGEMENT, LLC

CRD 146236 · SEC 801-69551

AUM

$386M

Regulatory assets under management

Employees

2,524 client accounts

Services offered by ADVANTAGE INVESTMENT MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ADVANTAGE INVESTMENT MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Joshua Isaac Kadish offer?

Joshua Isaac Kadish specializes in Financial Planning, Investment Management, Wealth Management.

What are Joshua Isaac Kadish's credentials?

Joshua Isaac Kadish is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joshua Isaac Kadish located?

Joshua Isaac Kadish is based in CEDAR RAPIDS, Iowa, last registered with ADVANTAGE INVESTMENT MANAGEMENT, LLC.

How does Joshua Isaac Kadish charge for services?

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

How large is ADVANTAGE INVESTMENT MANAGEMENT, LLC?

ADVANTAGE INVESTMENT MANAGEMENT, LLC has approximately 30 employees and manages $386M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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