Justin Karl Bolmgren

Current Employers

Employment History

• 03/2013 → 12/2023
  Bolmgren Retireplan, Inc.
  Chicago, IL
• 11/2022 → 03/2023
  Origin Financial
  Boston, MA
• 01/2024 → Present
  William Joseph Capital Management, Inc.
  Bristol, CT

Previous Registrations

• 2013-04-02 → 2023-12-31
  Bolmgren Retireplan, Inc.
  Chicago, IL
  Milford, PA
• 2022-11-16 → 2023-03-15
  Origin Investment Advisory Llc
  Sarasota, FL
  Milford, PA
• 2010-09-23 → 2013-04-02
  First Midwest Securities, Inc.
  Bloomington, IL
  Bloomington, IL
  Naperville, IL
  Chicago, IL
• 2006-11-29 → 2010-09-24
  Advance Capital Management Inc
  Lisle, IL
  Southfield, MI

Other Businesses

1) Budget Simple. not investment-related. Advisor to a fintech software firm. Started March 2022. 2 hours per month during trading hours. 2) Wealth Preservation Specialist, LLC (dba William Joseph Insurance). Part owner. Started February 2025. 1 hour per month during trading hours. 3) William Joseph Tax Strategies, Inc.; not investment-related. 210 Redstone Hill Rd, Suite 5, Bristol, CT. 06010. Provides tax advice and preparation services. Part-owner. Started July 1, 2025. 5 hours per month during trading hours. Part-owner, does not participate in the day-to-day activities of the company.

Exams

• S66 Uniform Combined State Law Examination
  2004-03-25

Designations