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Joshua Strouse

Advisor at Signature Equity Partners, LLC

Updated today

Location

Mount Vernon, OH 43050

Credentials

Series 63, Series 65

Industry experience

19 years

About

Joshua Strouse is an investment advisor representative at Signature Equity Partners, LLC with 19 years of industry experience. He previously worked at Cambridge Investment Research Advisors Inc. and Osaic Wealth, Inc. Strouse is a minority owner in an accounting firm and also serves as a notary public. Signature Equity Partners, LLC is an SEC-registered advisory firm that serves individuals, high-net-worth clients, retirement plans, and business entities. The firm offers portfolio management, financial planning, and consulting services through a network of independent advisory affiliates using various model portfolio solutions.

Client services

Based on Signature Equity Partners, LLC

Financial planning Portfolio management Selection of other advisers Retirement plan consulting services

Expertise

Based on Signature Equity Partners, LLC

Tax-loss harvesting ESG / Sustainable investing Options & derivatives strategies

Fee options

Fixed

Fixed fees for financial planning and consulting services, typically $500-$10,000.

Percentage

Typically ranging between 0.25% - 1.75% annually (may vary outside this range based on complexity, size of account, services, and other factors)

Project-based

Hourly fees typically ranging from $50 to $300 per hour for financial planning and consulting services.

Other

Fee-only: Fixed fees typically ranging from $500 to $10,000 for financial planning and consulting services.

Location

103 South Main Street

Mount Vernon, OH 43050

Most active in

Ohio

Work history

Signature Equity Partners, LLC

2023 - Present (3 years)

OSAIC

2023 - Present (3 years)

Cambridge Investment Research Advisors Inc

2015 - 2023 (8 years)

Cambridge Investment Research Inc

2015 - 2023 (8 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Robert C

Series 63, Series 66

Fredericktown, OH

Chester Financial Services LLC

Robert Chester is the principal of Chester Financial Services LLC, an independent advisory firm based in Fredericktown, Ohio. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. Since 2012, he has also worked as an independent insurance agent, providing insurance sales and service outside of his advisory role. Chester Financial Services offers fee-only investment portfolio advisory and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plan sponsors. The firm provides customized portfolio management and ERISA retirement plan consulting, utilizing a combination of Modern Portfolio Theory and fundamental, technical, and cyclical analysis in its investment approach.

Tax-loss harvesting Founder/Business Owner Retired
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Stephen D

Series 63

Mt. Vernon, OH

Lincoln Douglas Investments, LLC

Stephen Dennis is a financial advisor with Lincoln Douglas Investments, LLC in Mt. Vernon, Ohio. He holds a Series 63 designation and has 24 years of industry experience. Dennis has been with Lincoln Douglas Investments since 2011, working as part of an eight-advisor team. Lincoln Douglas Investments provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, and small business entities. The firm uses a combination of technical charting, fundamental analysis, and cyclical approaches to build client portfolios across various asset classes.

Active portfolio management Options & derivatives strategies
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Brandon B

Series 66

Mt. Vernon, OH

Lincoln Douglas Investments, LLC

Brandon Bullock is a financial advisor at Lincoln Douglas Investments, LLC with 21 years of industry experience. He has been with Lincoln Douglas Investments since 2010. In addition to his advisory role, he is a licensed property and casualty, life, and health insurance sales agent. Lincoln Douglas Investments provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, and small business entities. The firm employs a mix of technical charting, fundamental analysis, and cyclical approaches to build portfolios tailored to client risk profiles.

Active portfolio management Options & derivatives strategies
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Terry H

Series 63, Series 65

Mt. Vernon, OH

Lincoln Douglas Investments, LLC

Terry Hill is a financial advisor at Lincoln Douglas Investments, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Lincoln Douglas since 2014. Outside of his advisory role, he is involved in selling life, medical, and Medicare supplemental insurance as an insurance agent. Lincoln Douglas Investments provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, and small businesses. The firm employs a variety of investment strategies based on client risk profiles, using technical charting, fundamental analysis, and cyclical approaches.

Active portfolio management Options & derivatives strategies
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Kenneth D

Series 66

Mt. Vernon, OH

Lincoln Douglas Investments, LLC

Kenneth Dennis is a financial advisor at Lincoln Douglas Investments, LLC with 31 years of industry experience. He holds a Series 66 designation and has been with Lincoln Douglas Investments since 2010. Additionally, he is president and a stockholder of Dennis & Schisler, Inc., a CPA firm, where he has worked since 1980, focusing on tax return preparation and tax research. Lincoln Douglas Investments provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, and small businesses. The firm uses a combination of technical charting, fundamental analysis, and cyclical approaches to build client portfolios, offering both discretionary and non-discretionary account management.

Active portfolio management Options & derivatives strategies
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Zachary D

Series 63

Mt. Vernon, OH

Lincoln Douglas Investments, LLC

Zachary Dennis is a financial advisor at Lincoln Douglas Investments, LLC with 10 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Douglas Investments since 2013. Outside of his advisory role, he is involved with Madison Collins Stevens Insurance and works as a driver for Lyft. Lincoln Douglas Investments provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, and small businesses. The firm uses a combination of technical, fundamental, and cyclical analysis to build portfolios tailored to client risk profiles.

Active portfolio management Options & derivatives strategies
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