Joseph Paul Salomone
Advisor at Nest Egg — Delafield, WI
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
29 years
Location
Delafield, WI
Nest Egg
Team
Joseph Salomone is a financial advisor at Nest Egg with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bankers' Bank, LPL Financial, and Invest Financial Corp. Outside of his advisory role, he is involved with Salomone Associates LLC, where he provides consulting services for bank and credit union programs. Nest Egg delivers discretionary investment management services to individuals, corporations, trusts, non-profit organizations, and retirement plans primarily through an internet- and kiosk-based advisory program. The firm uses proprietary quantitative and qualitative models to generate and rebalance portfolios, focusing on ETFs, mutual funds, annuities, and 401(k) solutions.
Not more than 1.25% of assets under management annually, billed monthly in arrears
Account minimum: $1,000
Delafield, WI
Delafield WI
Advisors at this office
1
Illinois · Wisconsin
29 years of industry experience
Nest Investments BD LLC
2024 - Present • 2 years
Conshohocken, PA
Nest Investments LLC
2024 - Present • 2 years
Conshohocken, PA
Salomone Associates LLC
2024 - Present • 2 years
Delafield, WI
Bankers' Bank
2019 - 2024 • 5 years
Madison, WI
LPL Financial LLC
2019 - 2024 • 5 years
Madison, WI
LPL Financial LLC
2018 - 2019 • 1 year
Delafield, WI
Invest Financial Corp
2010 - 2018 • 8 years
Delafield, WI
CUNA Brokerage Services, Inc.
2001 - 2010 • 9 years
Madison, WI
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Insurance agent
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Is not active or affiliated with:
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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