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Joshua Prusinski

Advisor at Commonwealth Financial Network

Updated today

Location

Grantsburg, WI 54840

Credentials

CFP®, Series 66

Industry experience

16 years

About

Joshua Prusinski is a CFP® professional with 16 years of industry experience, currently affiliated with Commonwealth Financial Network and owner of Wolf Tree Wealth Management. He previously worked at Edward Jones for 13 years. Outside of his advisory work, he is involved in crop farming and owns a construction equipment rental business in Grantsburg, WI. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs, trading, technology, and compliance services. The firm offers both discretionary model portfolios and customizable investment solutions to retail and institutional clients.

Client services

Based on Commonwealth Financial Network

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Commonwealth Financial Network

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy

Occupation focus

Based on Commonwealth Financial Network

Founder/Business Owner Executive Retired

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Fee options

Fixed

Flat or fixed fees available for consulting services, including wealth management, retirement plan consulting, and HSA consulting.

Percentage

$0 - $750,000: 2.25% $750,000 - $1,000,000: 2.00% $1,000,000 - $2,000,000: 1.75% $2,000,000+: 1.50%

Commissions

Advisors may receive commissions on securities transactions and insurance products; additional transaction charges may apply in certain programs.

Project-based

Up to $500 per hour for consulting services.

Other

Account minimum: $1,000 Fee-only: Annual fees negotiable; fees based on percentage of assets under management; no performance-based fees.

Location

100 East Madison Ave

Grantsburg, WI 54840

Most active in

Wisconsin

Work history

Wolf Tree Wealth Management

2022 - Present (4 years)

Commonwealth Financial Newtork

2022 - Present (4 years)

Edward Jones

2009 - 2022 (13 years)

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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