The Joseph Group LLC
Legal Name: THE JOSEPH GROUP LLC
Full Contact Details
The Joseph Group LLC
300 MARCONI BLVD., SUITE 106, COLUMBUS, OH
614-228-4300
614-629-0050
Other Info
THE JOSEPH GROUP LLC, an Ohio Limited Liability Company, employs a team of 18 professionals, including 10 advisors, to serve its portfolio of 22 clients. With an SEC Approved status dating back to October 3, 2012, this financial services firm is well-positioned to continue providing its services in compliance with industry regulations.
The Joseph Group - Columbus, Ohio Wealth Management
Fee-only, fiduciary financial advisors helping clients live great lives. Offering investment management, wealth advisory and retirement plan services.
Direct Owners
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BRUCE SCOTT MIZER
PRESIDENT & CCO owns more than 5% but less than 10%
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MARK JOSEPH PALMER
CHAIRMAN owns less than 5%
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MATTHEW DAVID PALMER
CEO owns less than 5%
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ROBERT TRAVIS UPTON
CIO/MEMBER owns more than 5% but less than 10%
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THE JOSEPH GROUP, INC.
CORPORATION/MEMBER owns 75% or more
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TODD DANIEL WALTER
CHIEF WEALTH PLANNING OFFICER owns less than 5%