Josh applies a straightforward approach to financial planning by helping clients envision and streamline their financial plans. 5 Years ago, he began his journey in finance working at AdvisorNet Financial taking a detail-oriented approach, fitting all the pieces of the financial planning puzzle together seamlessly.
Josh was raised in Buffalo, MN and received a Bachelor's degree in Criminal Justice from Waldorf University. He holds multiple registrations including the SIE, FINRA Series 7, 66, as well as his Life, Accident, and Health Insurance license.
In his free time, he loves being around friends and family, especially playing sports.
About BAR Financial Partners
At BAR Financial Partners, you have a team of specialists ready to serve you and help you pursue your financial objectives. It all starts with a highly personalized financial plan built to evolve with your life. We believe that understanding your complete picture and providing holistic solutions will help set you up for a more reliable outcome.
Our comprehensive financial planning team along with tax planning strategists, insurance experts, estate planners, and investment specialist give us the specialized support to help you make informed decisions along the way. BAR Financial Partners brings these into one thoughtful conversation that ensures each element works together in a coordinated effort.
130 Cheshire Lane, Suite 150, Minnetonka, MN 55305. 763 315-8000
Registered administrative assistant of Cetera Wealth Services, LLC, member FINRA/SIPC. BAR Financial is a region of Cetera Advisor Networks LLC. Cetera is under separate ownership from any other named entity.