Advisor at Strive Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Strive Financial Group, LLC
Location
Spring Grove, IL
Credentials
Series 63, Series 65
Industry experience
4 years
Joshua Da More is a financial advisor with Strive Financial Group, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at Strive Financial Group since 2024 and concurrently at Wellington Wealth Strategies LLC since 2023. Prior to these roles, he held positions at MML Investors Services, Mass Mutual Life Insurance Company, and Assurance Technologies, Inc. He is also a licensed insurance agent involved in fixed insurance sales. Strive Financial Group is a registered investment adviser serving individuals, corporations, and qualified retirement plans with discretionary asset management, ERISA plan services, and financial planning. The firm employs a combination of quantitative and qualitative investment strategies tailored to client goals and maintains a notably high client-to-advisor ratio across its six-advisor team.
Based on Strive Financial Group, LLC
Financial planning and consulting fixed fees range from $250 to $10,000 based on complexity and client needs.
$0 - $500,000: 1.25% annually $500,000.01 - $1,000,000: 0.85% annually $1,000,000.01 - $2,000,000: 0.75% annually $2,000,000.01 - $3,000,000: 0.60% annually $3,000,000.01 - $5,000,000: 0.45% annually $5,000,000.01 - $10,000,000: 0.35% annually $10,000,000.01+: 0.20% annually
Investment Advisor Representatives receive external compensation from sales of investment related products such as insurance (commissions).
Ongoing financial planning fixed annual fees range from $250 to $10,000, payable monthly, quarterly, or annually in advance.
Spring Grove, IL
Illinois · Indiana · Texas
Strive Financial Group, LLC
2024 - Present (2 years)
Wellington Wealth Strategies LLC (TrustWealth Strategies)
2023 - Present (3 years)
TrustWealth Strategies
2021 - 2023 (2 years)
MML Investors Services
2019 - 2021 (2 years)
Mass Mutual Life Insurance Company
2018 - 2021 (3 years)
Assurance Technologies, Inc.
2011 - 2018 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, ChFC®
Grayslake, IL
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CFP®, Series 63, Series 65
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Series 65
Richmond, IL
Dream Weaver Financial Planning LLC
Series 63, Series 65
Mchenry, IL
Daleiden Wealth Advisors
CFP®, ChFC®, Series 66
Grayslake, IL
ConCap LLC
Series 65
Lake Geneva, WI
Kramer Investment Services, LLC
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