Josh William Schwieterman

Current Employers

Employment History

• 05/2007 → Present
  Wfgia
  Dayton, OH
• 04/2010 → Present
  Schwieterman Automotive
  Dayton, OH
• 01/2012 → Present
  Transamerica Financial Advisors, Inc
  Centerville, OH
• 11/2017 → Present
  Schwieterman Realty, Llc
  Spring Valley, OH
• 09/2018 → Present
  Champions United Llc
  Spring Valley, OH
• 04/2021 → Present
  Schwieterman Capital Llc
  Spring Valley, OH
• 04/2021 → Present
  Net Law Group Inc.
  Louisville, KY
• 01/2019 → Present
  Wealthwave
  Dayton, OH
• 01/2023 → Present
  Champion One Property Management Llc
  Dayton, OH
• 11/2023 → Present
  J Schwieterman Group Llc
  Spring Valley, OH
• 08/2024 → Present
  The Sweet Homestead Llc
  Spring Valley, OH
• 11/2024 → Present
  436 Nordale Llc
  Spring Valley, OH
• 01/2026 → Present
  Heartland Institute Of Financial Education
  Greenwood Village, CO
• 05/2026 → Present
  1201 Eureka Drive Llc
  Spring Valley, OH

Previous Registrations

• 2011-03-11 → 2012-01-06
  Investment Advisors International, Inc.
  Dayton, OH
  Dayton, OH

Other Businesses

Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc Schwieterman Capital LLC / 0421-Present / Investment Related: Yes / 4139 Middle Run Spring Valley , OH 45370 / Owner / Real Estate Rentals / Hrs Work Monthly: 2 / Sec Trading Hrs: 0 / Purchasing, rehabbing and renting real estate pro SCHWIETERMAN REALTY, LLC/YES-INVESTMENT RELATED/OWNER/11.8.2017/4139 MIDDLE RUN ROAD, SPRING VALLEY, OH 45370/REAL ESTATE RENTALS, PURCHASES AND SALES./RENTAL OF REAL ESTATE, PURCHASING AND SALES OF REAL ESTATE./HOURS.MONTH: 5/HOURS DURING SECURITIES TRADING HOURS: 0 Champions United LLC) / 0918-present / INVESTMENT RELATED: Yes /4139 Middle Run Road Spring Valley, Oh 45370/ Owner / This business will be a holding company used for the rental of commercial office space. I am looking to purchase a commercial building to run my WFG/TFA business out of. My plan is for the LLC to purchase-own the building that way it is not in my personal name. The LLC will receive office rents from agents for the use of office space. The LLC will also pay for utilities and maintenance services to the building. / hrs work monthly: 4 / Sec trading hrs: 0 / To own and manage commercial real estate. SCHWIETERMAN AUTOMOTIVE/NO/627 Nordale Ave. Dayton OH 45420/4/2010/sole proprietorship; I make the decisions for this entity; Automotive repair & Diagnoisis CHAMPION ONE PROPERTY MANAGEMENT LLC POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/31/2023 ADDRESS: 8153 Garnet Drive, Dayton OH 45458, United States DESCRIPTION: Activities associated with the management of a residential rental property J SCHWIETERMAN GROUP LLC POSITION: Owner NATURE: Pass through Entity INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 11/18/2023 ADDRESS: 4139 Middle Run Road, Spring Valley OH 45370, United States DESCRIPTION: Pass through Entity THE SWEET HOMESTEAD LLC POSITION: Owner NATURE: Farming Related Activites INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/09/2024 ADDRESS: 4139 Middle Run Rd, Spring Valley OH 45370, United States DESCRIPTION: Selling of Eggs, Livestock Etc... 436 NORDALE LLC POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/18/2024 ADDRESS: 4139 Middle Run Road, Spring Valley OH 45370, United States DESCRIPTION: Rental Real Estate HEARTLAND INSTITUTE OF FINANCIAL EDUCATION POSITION: Certified Financial Educator NATURE: Financial Education INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/13/2026 ADDRESS: 8301 E Prentice Ave, Greenwood Village CO 80111, United States DESCRIPTION: I promote and provide financial education courses to businesses and employer groups as a Heartland CFEd. 1201 EUREKA DRIVE LLC POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/20/2026 ADDRESS: 4139 Middle Run Road, Spring Valley OH 45370, United States DESCRIPTION: Duties related to investment Real Estate.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-02-22
• S63 Uniform Securities Agent State Law Examination
  2010-03-09