Joshua Thoreson
Advisor at LPL Enterprise
Updated today
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.
Location
Blooming Prairie, MN 55917
Credentials
Series 66
Industry experience
4 years
About
Joshua Thoreson is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has four years of industry experience, previously working at Prudential Insurance Company of America and Thrivent Financial. Outside of his advisory role, he serves as an on-call volunteer firefighter and emergency medical services instructor and works as an on-call K-12 classroom teacher in Blooming Prairie, MN. LPL Enterprise provides advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services with a broad range of securities and insurance products.
Client services
Based on LPL Enterprise
Financial planning
Portfolio management
Educational seminars or workshops
Consulting and other non-discretionary advisory services
Consulting and other non-discretionary advisory services
Fee options
Flat fees for financial planning services as negotiated with the IAR.
Up to $500 per hour for financial planning and consulting services.
Fee-only: Financial planning fees typically range from $0 to $15,000 or up to $500 per hour, negotiable and may be discounted or complimentary.
Location
415 East Main St., Suite A
Blooming Prairie, MN 55917
Most active in
Joshua T has reported serving >5 clients in these states in the last 12 months.
Minnesota
Work history
LPL Enterprise
2024 - Present (2 years)
Prudential Insurance Company of America
2022 - Present (4 years)
Pruco Securities, LLC.
2022 - 2024 (2 years)
Thrivent Financial
2021 - 2022 (1 year)
Thrivent Investment Management Inc
2021 - 2022 (1 year)
Thrivent Financial
2021 - 2021 (1 year)
US Census Breau
2020 - 2020 (1 year)
Blooming Prarie Schools
2020 - 2021 (1 year)
State Of MN
2012 - 2019 (7 years)
Thoreson's Photography
2002 - 2021 (19 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is 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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Eaton M
CFP®, Series 63, Series 65
Blooming Prairie, MN
PlanWell Financial Guidance, LLC
Eaton Miller is a CFP®-certified financial advisor with 12 years of industry experience. He is the sole advisor at PlanWell Financial Guidance, LLC, where he has worked since 2018. Prior to that, he was with Superior Financial LLC for seven years. Outside of his advisory role, Miller manages a property management business, ELATIONPLACE LLC. PlanWell Financial Guidance, LLC provides financial planning and investment advisory services to individuals, charitable organizations, and businesses. The firm emphasizes passive investment management informed by fundamental analysis and offers a range of financial planning packages and ongoing advisement subscriptions.
Sheryl N
Series 63
Brownsdale, MN
UBS Financial Services
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