Joshua Curtis Ekola

Employer firm

Your Ia, LLC CRD 338535

$107M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 07/2011 → 09/2023
  World Financial Group, Inc.
  Moraine, OH
• 09/2011 → Present
  Outdoor Tracker Systems
  Sioux Falls, SD
• 01/2012 → 09/2023
  Transamerica Financial Advisors, Inc
  Moraine, OH
• 09/2023 → 08/2026
  Summit Global Investments
  Bountiful, UT
• 08/2026 → Present
  Your Ia
  Centerville, OH

Previous Registrations

• 2024-01-02 → 2026-08-03
  Summit Global Investments, Llc
  Centerville, OH
  Bountiful, UT
• 2012-01-06 → 2023-09-26
  Transamerica Financial Advisors, Llc
  Dayton, OH
  Moraine, OH
• 2011-09-23 → 2012-01-06
  Investment Advisors International, Inc.
  Dayton, OH

Other Businesses

OUTDOOR TRACKER SYSTEMS /NO/ 2200 S OXFORD AVE SIOUX FALLS, SD 57106/937-867-1890 /SHAREHOLDER / 09/2011 / CO MAKES HUNBER SEFTEY DEVICE THAT HANGS ON CAR WINDOW / OWNER OF 5% OF SHARES

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-09-02
• S63 Uniform Securities Agent State Law Examination
  2011-08-19

Other Names

• Joshua Ekola