Josh Wetherall

Josh Wetherall Email and Phone Number

Client Services Associate @ Merit Financial Advisors
United States
Josh Wetherall's Location
United States, United States
About Josh Wetherall

At the University of Wisconsin-Whitewater, I am currently a Finance major and the treasurer of the men’s rugby club. Aside from school and rugby I am actively working as a financial representative for Northwestern Mutual. At NM, I work with an experienced team to provide comprehensive financial planning for our clients.

Josh Wetherall's Current Company Details
Merit Financial Advisors

Merit Financial Advisors

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Client Services Associate
United States
Website:
meritfinancialadvisors.com
Employees:
6
Josh Wetherall Work Experience Details
  • Merit Financial Advisors
    Client Services Associate
    Merit Financial Advisors
    United States
    View
  • Merit Financial Advisors
    Client Services Associate
    Merit Financial Advisors Oct 2024 - Present
    West Bend, Wisconsin, United States
    Investment advice offered through Merit Financial Group, LLC, an SEC-registered investment adviser.
    View
  • E^2 Retirement Consulting
    Financial Advisor
    E^2 Retirement Consulting Apr 2022 - Aug 2022
    Menomonee Falls, Wisconsin, United States
  • Northwestern Mutual Greater Milwaukee
    Associate Financial Advisor
    Northwestern Mutual Greater Milwaukee Dec 2021 - Feb 2022
    Waukesha, Wisconsin, United States
  • Northwestern Mutual - Greater Milwaukee Group
    Financial Advisor
    Northwestern Mutual - Greater Milwaukee Group Mar 2019 - Dec 2021
    Financial security means a lot of different things to different people. My team and I work to achieve whatever financial security means to our individual clients. We do this by understanding our client's hopes, goals, and dreams first, and then we make personalized recommendations to turn our clients goals into reality. As life changes your financial plan should change too. Therefore my commitment is to follow up with my clients yearly at a minimum.
  • Night Owls
    Bartender
    Night Owls Dec 2017 - Mar 2019
    Slinger, Wi
    I waited tables, served drinks, and perform the nightly closing duties.
  • Bay Marketforce
    Data Specialist
    Bay Marketforce Jan 2018 - May 2018
    West Bend, Wisconsin
    I worked with a team to find and note potential clients using sales force.
  • Slinger Parks And Recreation
    Concessions Manager
    Slinger Parks And Recreation Jun 2016 - Aug 2017
    Slinger, Wi
    I ran the concession stand at our community park and at the community pond.

Josh Wetherall Education Details

Frequently Asked Questions about Josh Wetherall

What company does Josh Wetherall work for?

Josh Wetherall works for Merit Financial Advisors

What is Josh Wetherall's role at the current company?

Josh Wetherall's current role is Client Services Associate.

What schools did Josh Wetherall attend?

Josh Wetherall attended University Of Wisconsin-Whitewater.

Who are Josh Wetherall's colleagues?

Josh Wetherall's colleagues are Lazar A, Sunil Sunil G.

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