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Joshua T

Series 66

Blooming Prairie, MN

LPL Enterprise

Joshua Thoreson is a financial advisor with LPL Enterprise, holding a Series 66 designation and five years of industry experience. His work history includes roles at Prudential Insurance Company of America and Thrivent Financial. Outside of advisory work, he serves as an on-call volunteer firefighter and emergency medical services instructor, and he works as an on-call K-12 classroom teacher. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm’s approach typically involves model-driven portfolio implementation and offers access to third-party asset managers, financial planning services, and affiliated insurance and trust custody products.

Tax-loss harvesting
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