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Joshua Adam Parke

Advisor at Cambridge Investment Research Advisors — Oldtown, ID

Updated today

Credentials

Series 63, Series 65

Experience

28 years

Location

Oldtown, ID

Cambridge Investment Research Advisors logo

Cambridge Investment Research Advisors

Institution

Total advisors

3,919

Across 2,199 offices

Clients per advisor

91 Typical

Avg AUM per client

$378,281 Low

HNW client ratio

13% Typical

About

Joshua Parke is a financial advisor at Cambridge Investment Research Advisors with 28 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2024, following prior roles at OSAIC and SagePoint Financial. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing multiple platform arrangements and both proprietary and third-party investment strategies.

Client services

Based on Cambridge Investment Research Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Market timing

Expertise

Based on Cambridge Investment Research Advisors

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities

Occupation focus

Based on Cambridge Investment Research Advisors

Self-Employed

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Fee options

Fixed

For financial planning and consulting, flat fees generally do not exceed $25,000 but may be higher based on complexity; For WealthPort setup fee generally less than 1% of assets or $1,000

Percentage

$0 - $100,000: 1.50% $100,000 - $250,000: 1.25% $250,000+: 1.00%

Commissions

Financial Professionals acting as Registered Representatives receive commissions on securities and insurance sales

Project-based

Generally up to $500 per hour for financial planning and consulting services; up to $500 per hour for retirement plan advisory services

Subscriptions

Financial Wellness services paid by employer; flat or hourly fees per agreement

Other

Account minimum: $5,000 Minimum fee: Minimum WealthPort program fee of $250 annually for CAAP® and UMA accounts

Location

See office

Oldtown, ID

Oldtown ID

Advisors at this office

1

Most active in

Idaho · Texas

Work history

28 years of industry experience

Cambridge Investment Research Advisors, Inc.

2024 - Present • 2 years

Fairfield, IA

Cambridge investment Research, Inc.

2024 - Present • 2 years

Fairfield, IA

OSAIC

2023 - 2024 • 1 year

Milton, WI

SAGEPOINT FINANCIAL

2012 - 2023 • 11 years

Lake Stevens, WA

Securities America Advisors, Inc.

2012 - 2012 • 1 year

Lake Stevens, WA

Commonwealth Financial Network

2004 - 2012 • 8 years

Lake Stevens, WA

Wamu Investments, Inc.

2002 - 2004 • 2 years

Everett, WA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Joseph M

Series 63, Series 65

Newport, WA

Physician Advising LLC

Joseph Matelich is a financial advisor with Physician Advising LLC in Newport, WA, holding Series 63 and Series 65 credentials. He has nine years of industry experience, including prior roles at RoseCap Investment Advisors and Backroads. Since 2017, he has been with Physician Advising LLC in various capacities. Physician Advising LLC provides financial planning and discretionary investment management to individuals, high-net-worth individuals, trusts, and businesses. The firm employs a buy-and-hold passive indexing strategy based on Modern Portfolio Theory, managing diversified portfolios primarily with index mutual funds and ETFs.

Business sale tax planning Debt management Cash flow / budgeting General estate planning guidance Doctor or Medical Professional
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Iliana R

Series 65

Newport, WA

Reinhardt Consulting

Iliana Reinhardt is a financial advisor at Reinhardt Consulting with one year of industry experience. She holds a Series 65 designation and has prior experience at Saltbox Financial LLC and Wholehearted Bookkeeping. Reinhardt Consulting provides written financial plans and non-discretionary investment advisory services primarily to individuals and families. The firm also offers paid tax filing and accounting services, technical assistance for digital assets, and periodic educational seminars, using a long-term, fundamental analysis-based investment approach tailored to client goals and risk tolerance.

ESG / Sustainable investing Hispanic/Latino/Latinx Values-based investing
user avatar

Marilee S

Series 63, Series 65

Newport, WA

UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

Marilee Stephens is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 designations and 32 years of industry experience. She previously worked at First Financial Equity Corporation for 11 years before joining her current firm in 2022. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and various institutional clients. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors, operating an open-architecture platform with multiple custodians and third-party money managers.

Retirement income strategy Social Security optimization Cash flow / budgeting Wealth management Founder/Business Owner Retired Executive Established Professionals
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Andrew D

Series 65

Newport, WA

AE Wealth Management, LLC

Andrew Dibble is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and four years of industry experience. He served in the United States Marine Corps for 20 years before beginning his advisory career. Additionally, he is involved with Imagine Financial, LLC in insurance sales. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs supported by a high client-to-advisor ratio and a platform-focused approach.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
user avatar

Elondra J

Series 66

Elk, WA

Edward Jones

Elondra Jenkins is a Series 66-credentialed financial advisor at Edward Jones with six years of industry experience. Her career includes roles at Edward Jones, Global Credit Union, Primerica, and Bank of America. She has had limited involvement as a distributor for Young Living Essential Oils. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Elizabeth G

Series 66

Priest River, ID

LPL Financial

Elizabeth Glazier is a financial advisor with LPL Financial and holds a Series 66 designation. She has seven years of industry experience, including prior roles at Edward Jones, Idaho Forest Group, and Thorne Research. She is also involved with Electrends LLC, operating Cottonwood Cove RV Park in Priest River, Idaho. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions supported by research and technology, serving more than 22,800 advisors and overseeing over $819 billion in discretionary assets.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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