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Josh William Weisel

Perspective Wealth Advisors

Loveland, CO

CRD 7748066

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Employer firm

Perspective Wealth Advisors CRD 332574

$158M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Perspective Wealth Advisors

1615 Foxtrail Drive Suite 260, Loveland, CO 80538 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-07-31
  • CO RA
    APPROVED
    Since 2026-07-31

Branch Locations

1615 Foxtrail Drive Suite 260, Loveland, CO 80538 • 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
Elk River Wealth Management, Llc Denver CO 02/2023 07/2026
Full Time Student Farwell MN 02/2013 05/2022
Unemployed Golden CO 05/2022 02/2023
Perspective Wealth Advisors Loveland CO 07/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-10
  • S65 Uniform Investment Adviser Law Examination
    2023-05-10
Designations
  • Chartered Financial Analyst
Other Names
  • Josh William Weisel

View on SEC IAPD

Nearby Firms

THRIVENT INVESTMENT MANAGEMENT INC.
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.

Nearby Investors

GENE LEE ELDER
ANDREW PAUL FLANSCHA
JEFFREY ALAN LOSH

Nearby Offices

THRIVENT INVESTMENT MANAGEMENT INC. · LOVELAND, CO
OSAIC WEALTH, INC. · Loveland, CO
STATE FARM INVESTMENT MANAGEMENT CORP. · Loveland, CO

More in Loveland, CO

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