Joshi Koneru

Employer firm

Watershed Private Wealth CRD 316408

$414M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 09/2016
  Ef Legacy Securities, Llc
  Henrico, VA
• 08/2016 → 09/2016
  Edelman Financial Securities, Llc
  Fairfax, VA
• 03/2007 → 07/2022
  Creative Planning
  Overland Park, KS
• 07/2022 → Present
  Watershed Private Wealth Llc
  Oak Brook, IL

Previous Registrations

• 2016-09-26 → 2022-07-20
  Creative Planning
  Chicago, IL
  Overland Park, KS
  Oak Park, IL
• 2016-08-08 → 2016-09-30
  Edelman Financial Services, Llc
  Glenview, IL
  Fairfax, VA
• 2008-01-24 → 2016-08-05
  Strategic Advisers Llc
  Oakbrook, IL
  Blue Ash, OH

Exams

• S66 Uniform Combined State Law Examination
  2008-05-13
• S63 Uniform Securities Agent State Law Examination
  2007-07-16

Designations

• Certified Financial Planner