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Joseph Fenwick

Flourish Wealth Management Inc.

Edina, MN

CRD 7804313

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Employer firm

Flourish Wealth Management Inc. CRD 170591

$455M regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • PROJECT-BASED FINANCIAL CONSULTING SERVICES

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

Current Employers
Flourish Wealth Management Inc.

3300 Edinborough Way Suite 420, Edina, MN 55435 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-10-17
MN RA APPROVED 2023-10-23
  • TX RA
    APPROVED
    Since 2024-10-17
  • MN RA
    APPROVED
    Since 2023-10-23

Branch Locations

3300 Edinborough Way Suite 420, Edina, MN 55435 • 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
Flourish Wealth Management Edina MN 01/2020 Present
Hoffmann & Swintek Llc Brooklyn Park MN 02/2016 01/2020
  • 01/2020 → Present
    Flourish Wealth Management
    Edina, MN
  • 02/2016 → 01/2020
    Hoffmann & Swintek Llc
    Brooklyn Park, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-23
  • S65 Uniform Investment Adviser Law Examination
    2023-10-23

View on SEC IAPD

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