Josef Alan Waltenbaugh

Employer firm

Signal Advisors Wealth, LLC CRD 301086

$1.69B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 02/2014 → 09/2018
  Global Financial Private Capital Llc
  Sarasota, FL
• 11/2018 → 04/2019
  Global Financial Private Capital, Llc
  Sarasota, FL
• 02/2016 → Present
  Kelly Capital Partners
  Southfield, MI
• 01/2013 → Present
  Reppro Llc
  Southfield, MI
• 04/2019 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2019-04-16 → 2022-12-01
  J. W. Cole Advisors, Inc.
  Southfield, MI
  Tampa, FL
• 2018-11-16 → 2019-04-23
  Global Financial Private Capital, Inc.
  Southfield, MI
  Sarasota, FL
• 2014-03-04 → 2018-10-01
  Global Financial Private Capital, Inc.
  Southfield, MI
  Sarasota, FL

Other Businesses

REPPRO, LLC - 29100 NORTHWESTERN HWY, STE. 315. SOUTHFIELD, MI 48034; SOFTWARE AS A SERVICE COMPANY; TITLE: CFO; MANAGE COMPANY BUDGET Insurance License - writes insurance business in state of MI, DBA: Kelly Capital Partners.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-01-20