Joshua Ervasti (CRD# 5763122) is an Investment Advisor Representative working at Commonwealth Financial Network in West Des Moines, IA and has over 14 years of experience in the finance industry.
CRD# 6104973
Black Mammoth LLC
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 4343046
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Commonwealth Financial Network | San Diego, CA | Jan 2024 - Current | < 1 |
| R2 Financial Strategies | West Des Moines, IA | Feb 2019 - Current | 5 |
| Commonwealth Financial Network | San Diego, CA | Feb 2022 - Dec 2023 | 1 |
| Eagle Strategies LLC | West Des Moines, IA | Apr 2019 - Feb 2022 | 2 |
| 323 Financial Solutions | West Des Moines, IA | Mar 2016 - Feb 2022 | 5 |
| Nylife Securities LLC | West Des Moines, IA | Apr 2010 - Feb 2022 | 11 |
| New York Life Insurance Company | West Des Moines, IA | Feb 2010 - Feb 2022 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2010 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2019 |
- IA
-
Total Assets Under Management177,032MILLIONS
-
Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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