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Joshua M

Series 66

Clive, IA

LPL Financial

Joshua Mohr is a financial advisor at LPL Financial with a Series 66 credential and two years of industry experience. His prior roles include positions at GreenState Credit Union, Financial Resources Group, and Keokuk County State Bank. He also has a background in education and retail, having worked at the University of Iowa, Sigourney Jr-Sr High School, and Pizza Ranch. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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

Series 66

Clive, IA

LPL Financial

Joyce Brady is a financial advisor with LPL Financial who holds a Series 66 designation and has 20 years of industry experience. She has worked at LPL Financial since 2020 and previously held positions at Royal Alliance Associates, Sii, Ameritas Investment Corp, FIRST AMERICAN BANK, and Dewaay Capital Management. Outside of her advisory role, she is a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advice delivered primarily by investment adviser representatives using various investment strategies.

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