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Joshua Michael Brocker

LEGACY WEALTH ASSET MANAGEMENT, LLC·WOODBURY, Minnesota
Unclaimed Profile
683 BIELENBERG DRIVE, WOODBURY, MN 55125CRD# 6506504Firm CRD# 306732
01

About

Joshua Michael Brocker is a registered financial advisor based in WOODBURY, Minnesota, affiliated with LEGACY WEALTH ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LEGACY WEALTH ASSET MANAGEMENT, LLC
LEGACY WEALTH
AUM
$413M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at LEGACY WEALTH ASSET MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6506504
Firm CRD# 306732
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Joshua Michael Brocker offer?
Joshua Michael Brocker specializes in Financial Planning, Investment Management. Contact their office in WOODBURY, Minnesota for a consultation.
What are Joshua Michael Brocker's credentials?
Joshua Michael Brocker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joshua Michael Brocker located?
Joshua Michael Brocker is based in WOODBURY, Minnesota, working with LEGACY WEALTH ASSET MANAGEMENT, LLC. Their office serves clients in the WOODBURY metropolitan area and surrounding communities.
How does Joshua Michael Brocker charge for services?
Joshua Michael Brocker'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 LEGACY WEALTH ASSET MANAGEMENT, LLC?
LEGACY WEALTH ASSET MANAGEMENT, LLC has approximately 10 employees and manages $413M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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