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Joseph Charles Wilkinson

Foguth Wealth Management, LLC.

Ann Arbor, MI

Brighton, MI

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Current Employers
Foguth Wealth Management, Llc.

325 W. Main St., Brighton, MI 48116 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2023-09-12
  • MI RA
    APPROVED
    Since 2023-09-12

Branch Locations

2275 W. Stadium Blvd. Suite 4, Ann Arbor, MI 48103 • United States

325 W. Main St., Brighton, MI 48116 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 03/2017 10/2020
Duo Security Ann Arbor MI 06/2016 03/2017
Great Lakes Wealth, Llc Northville MI 10/2020 08/2021
Brookstone Capital Management Wheaton IL 09/2021 02/2022
Foguth Financial Group Brighton MI 08/2021 Present
Truadvice, Llc Sarasota FL 02/2022 Present
Foguth Wealth Management, Llc Brighton MI 08/2023 Present
  • 03/2017 → 10/2020
    St Louis, MO
  • 06/2016 → 03/2017
    Duo Security
    Ann Arbor, MI
  • 10/2020 → 08/2021
    Northville, MI
  • 09/2021 → 02/2022
    Brookstone Capital Management
    Wheaton, IL
  • 08/2021 → Present
    Foguth Financial Group
    Brighton, MI
  • 02/2022 → Present
    Truadvice, Llc
    Sarasota, FL
  • 08/2023 → Present
    Brighton, MI
Previous Registrations
  • 2022-02-07 → 2023-12-13
    Truadvice Llc
    Brighton, MI
    Sarasota, FL
    Northville, MI
    Brighton, MI
    Ann Arbor, MI
    Traverse City, MI
  • 2021-09-02 → 2022-02-07
    Brighton, MI
    Wheaton, IL
  • 2020-10-05 → 2021-09-15
    Northville, MI
  • 2017-09-01 → 2020-10-06
    Ann Arbor, MI
    St Louis, MO
    Ann Arbor, MI
    Ann Arbor, MI
Other Businesses

INDEPENDENT INSURANCE AGENT/SELF EMPLOYED OWNER. INSURANCE AND FIXED ANNUITY SERVICE AND SALES. NOT INVESTMENT RELATED. 325 W Main St, Brighton, MI, 48116. HOURS VARY PER MONTH (ESTIMATE 4 HOURS PER MONTH), NONE DURING TRADING HOURS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-06-27
S63 Uniform Securities Agent State Law Examination 2013-10-31
  • S66 Uniform Combined State Law Examination
    2017-06-27
  • S63 Uniform Securities Agent State Law Examination
    2013-10-31
Other Names
  • Joseph Charles Wilkinson
  • Joseph Wilkinson

View on SEC IAPD

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