Joshua Abraham Kushner

Employer firm

Sterling Wealth Management, Inc. CRD 131304

$495M regulatory AUM 4 advisory clients

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

• 03/2018 → 06/2018
  Univesity Of Illinois
  Champaign, IL
• 04/2017 → Present
  We Vend It, Llc
  Champaign, IL
• 08/2014 → 04/2017
  Fdic
  Champaign, IL
• 05/2018 → 05/2021
  Ameriprise Financial Services, Inc
  Savoy, IL
• 05/2021 → 02/2022
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 05/2021 → 02/2022
  Cuna Mutual Group
  Waverly, IA
• 03/2022 → Present
  Sterling Wealth Management, Inc.
  Champaign, IL

Previous Registrations

• 2021-05-20 → 2022-03-29
  Cuna Brokerage Services, Inc.
  Champaign, IL
  Urbana, IL
• 2018-09-26 → 2021-05-12
  Ameriprise Financial Services, Llc
  Savoy, IL

Other Businesses

Business Ownership; We Vent It, LLC dba Outright Vending; Founder; Manager; ATM's & Pinball machine service and sales; Savoy, IL 61874; Not Investment Related; April 2017; 1-9 hours per month; o-hours during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2018-09-26

Other Names

• Joshua A Kushner
• Joshua Abraham Kushner