Advisor at Kortenkamp, Joshua F
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Firm
Kortenkamp, Joshua F
Location
Gurnee, IL 60031
Credentials
Series 65
Industry experience
2 years
Joshua Kortenkamp is a financial advisor at Kortenkamp, Joshua F, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Lawrence E Grandt and Powers & Moon, LLC, as well as experience outside the financial sector at Uline Shipping Supplies and The University of Alabama. Kortenkamp, Joshua F is an independent advisory firm providing discretionary investment management primarily to individual clients, including high-net-worth households, as well as trusts and estates. The firm employs a top-down macroeconomic approach combined with growth, value, and momentum styles, incorporating market-timing and technical analysis, and often uses closed-end funds to address cost and liquidity considerations.
Annualized fee up to 2% assessed and charged monthly based on month-end account statements; fees are negotiable at the firm's discretion.
Account minimum: No account minimums or other requirements imposed on potential clients. Fee-only: Investment advisory services solely; no commissions or sales of securities.
4343 Old Grand Ave, Ste 110
Gurnee, IL 60031
Illinois
Lawrence E Grandt
2020 - Present (6 years)
Powers & Moon, LLC
2019 - 2020 (1 year)
Uline Shipping Supplies
2017 - 2018 (1 year)
Uline Shipping Supplies
2016 - 2017 (1 year)
The University of Alabama
2012 - 2016 (4 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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