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Josh Wetherall Email & Phone Number
Client Services Associate
at
Merit Financial Advisors
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Client Services Associate
Location
United States
Company size
Who is Josh Wetherall? Overview
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Quick answer
Josh Wetherall is listed as Client Services Associate at Merit Financial Advisors, a with 6 employees, based in United States. AeroLeads shows a matched LinkedIn profile for Josh Wetherall.
Josh Wetherall previously worked as Financial Advisor at E^2 Retirement Consulting and Associate Financial Advisor at Northwestern Mutual Greater Milwaukee. Josh Wetherall holds Bachelor Of Business Administration - Bba, Finance from University Of Wisconsin-Whitewater.
Company email context
Email format at Merit Financial Advisors
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Merit Financial Advisors
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Profile bio
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.
Current workplace
Josh Wetherall's current company
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Merit Financial Advisors
8 roles
Josh Wetherall work experience
A career timeline built from the work history available for this profile.
Client Services Associate
CurrentInvestment advice offered through Merit Financial Group, LLC, an SEC-registered investment adviser.
Oct 2024 - Present
Financial Advisor
E^2 Retirement Consulting
Apr 2022 - Aug 2022
Associate Financial Advisor
Northwestern Mutual Greater Milwaukee
Dec 2021 - Feb 2022
Financial Advisor
Northwestern Mutual - Greater Milwaukee Group
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.
Mar 2019 - Dec 2021
Bartender
Night Owls
I waited tables, served drinks, and perform the nightly closing duties.
Dec 2017 - Mar 2019
Data Specialist
Bay Marketforce
I worked with a team to find and note potential clients using sales force.
Jan 2018 - May 2018
Concessions Manager
Slinger Parks And Recreation
I ran the concession stand at our community park and at the community pond.
Jun 2016 - Aug 2017
1 education record
Josh Wetherall education
FAQ
Frequently asked questions about Josh Wetherall
Quick answers generated from the profile data available on this page.
What company does Josh Wetherall work for?
Josh Wetherall works for Merit Financial Advisors.
What is Josh Wetherall's role at Merit Financial Advisors?
Josh Wetherall is listed as Client Services Associate at Merit Financial Advisors.
Where is Josh Wetherall based?
Josh Wetherall is based in United States while working with Merit Financial Advisors.
What companies has Josh Wetherall worked for?
Josh Wetherall has worked for Merit Financial Advisors, E^2 Retirement Consulting, Northwestern Mutual Greater Milwaukee, Northwestern Mutual - Greater Milwaukee Group, and Night Owls.
Who are Josh Wetherall's colleagues at Merit Financial Advisors?
Josh Wetherall's colleagues at Merit Financial Advisors include Sunil Sunil G and Lazar A.
How can I contact Josh Wetherall?
You can use AeroLeads to view verified contact signals for Josh Wetherall at Merit Financial Advisors, including work email, phone, and LinkedIn data when available.
What schools did Josh Wetherall attend?
Josh Wetherall holds Bachelor Of Business Administration - Bba, Finance from University Of Wisconsin-Whitewater.
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