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Josh William Weisel

Perspective Wealth Advisors

Loveland, CO

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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
Other Names
  • Josh William Weisel

View on SEC IAPD

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OSAIC WEALTH, INC.
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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
LPL FINANCIAL LLC
MONEY CONCEPTS CAPITAL CORP
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

GENE LEE ELDER
ANDREW PAUL FLANSCHA
JEFFREY ALAN LOSH
Megan Joyce Van Dorin
Brandi Lee Kroese
Elizabeth Yenni
Amy Lou Hloucal
KRISTINA LYNN PEACH

Other Offices

THRIVENT INVESTMENT MANAGEMENT INC. · LOVELAND, CO
OSAIC WEALTH, INC. · Loveland, CO
STATE FARM INVESTMENT MANAGEMENT CORP. · Loveland, CO
THRIVENT INVESTMENT MANAGEMENT INC. · Loveland, CO
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOVELAND, CO
EDWARD JONES · LOVELAND, CO
LPL FINANCIAL LLC · LOVELAND, CO
LPL FINANCIAL LLC · LOVELAND, CO

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