Joshua Mellberg is the Founder and CEO of J.D. Mellberg Financial, a Retirement Income Planning Firm specializing in wealth maintenance portfolios and property planning. He works with customers to transition into extra impenetrable funding automobiles while imparting the latest in tax-advantaged strategies oh Mellberg will also be a member of the management team with AmeriLife’s annuity and retirement services division.
What is Josh Mellberg’s Net Worth?
According to the latest information of 2022, the estimated net worth of Lucas Botkin Is over $15.9 Million.
| Year | Net Worth | Increase Rate |
| 2022 | $32.90 Million | 4.44% increase |
| 2021 | $31.50Million | 5.35% increase |
| 2020 | $29.9 Million | 9.52% increase |
| 2019 | $27.30Million | 9.2% increase |
| 2018 | $25 Million | N/A |
Early Life & Family
By grade school, Josh was once strolling his very own groups inclusive of landscaping, maid offerings, and an online agency promoting gadgets on eBay. College used to be no different. While incomes his Business Management degree in Western Michigan University, Josh ran an online collectibles business and 4 construction crews building lofts in university dorm rooms. Josh resides with his fiance and three dogs in Arizona
Education
Josh Mellberg completed his graduation with a business management degree at Western Michigan University- Haworth College of Business
Career Overview
Joshua Mellberg is an Investment Advisory Representative with Secure Investment Management, an SEC-registered funding adviser and insurance plan licensed in all 50 states. Josh has been featured on CNBC, Public Television, Yahoo! Finance, and is a weekly contributor to New York Daily News.
He has given thousands of lectures on retirement preparation, tax-minimization, and profits planning techniques all over the nation. Josh additionally frequently holds country-wide education occasions for economic specialists inside the industry.
Recognized as one of the fastest-growing non-public businesses in the U.S. on Inc. Magazine’s 500/5000 listing for the previous six years.
More than 10 million human beings throughout the United States have visited J.D. Mellberg’s websites to discover out how financial professionals with this information assist each consumer format retirement profits techniques to swimsuit his/her goals. Josh’s famous economic facts movies have been downloaded and considered greater than 4 million instances over the previous year, with a common of 350,000 site visitors every month.
Specialties: Retirement Specialist, Senior Wealth Management, Speaker on Tax Planning Strategies, Estate Planning for Seniors, Training Coach for Financial Advisors and Insurance Agents
Quick Info
| Popular As | Josh Mellberg |
| contact@jdmellberg.com | |
| Age | 32 years old |
| Phone Number | (877) 881-0933 |
| Religion | |
| Birthday | N/A |
| Nationality | American |
| Wife | |
| Location | West Ina Rd. Tucson, Arizona, United States |
| Children |
Conclusion
Josh started his financial profession with a trust business enterprise and then moved to a captive insurance plan company. These jobs taught him a precious lesson. A profitable corporation wishes to discover products their customers need, alternatively than seem to be for customers to promote products to. This triggered Josh to begin J.D. Mellberg Financial the place he vowed to constantly provide customers a broad array of time-tested retirement merchandise and offerings to assist them to defend and then control their belongings to healthy their dreams
