Joshua Randolph Harrell

Employer firm

Balanced Wealth Group LLC CRD 328007

$494M regulatory AUM 14 advisory clients

Reported services (Item 5G)

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

• 07/2011 → 11/2023
  Ameriprise Financial Services, Llc
  Independence, OH
• 11/2023 → Present
  Balanced Wealth Group Llc
  Westlake, OH

Previous Registrations

• 2011-08-22 → 2023-11-10
  Ameriprise Financial Services, Llc
  Independence, OH
  Westlake, OH

Other Businesses

1) Licensed insurance professional; same address; less than 10% of business time. 2) City Church Finance Committee member; Member of committee helping with church budget and cash flow analysis.; Committee member; Cleveland, OH 44113; Not Investment Related; October 2022; 1-9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2011-08-19

Designations

• Certified Financial Planner